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Export Budget Changes

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  2. Save as PDF
 Phased Release
The new Budget Changes feature is designed to replace the existing budget modifications feature. Once you migrate to Budget Changes, you will no longer have access to the budget modifications feature. If you have any questions before your company starts the migration, contact your Procore point of contact. To learn more about the timeline for migration, see: Common Questions.

Objective

To export a list of all budget changes to the Portable Document File (PDF) format.

Background

If you want to export individual budget changes to the PDF file format, use the steps below.

Things to Consider

  • Required User Permissions:
    • 'Read Only' level permissions or higher on the project's Budget tool. 
  • Supported File Formats:
    • PDF
  • Additional Information:
    • Procore recommends that your company (or each project team) develop a policy for managing budget changes in your environment. 
    • Budget changes are supported by Procore's Company level Workflows tool. 
  • Limitations:
  • For companies using the icon-erp-synced2.png ERP Integrations tool: Show/Hide  
    • Only 'Approved' budget changes can be sent to Procore + ERP Integrations.
    • Budget changes can be retrieved from Procore + ERP Integrations if they have not yet been synced.
    • Budget changes cannot be edited or deleted once synced with the integrated ERP system.

Prerequisites

Steps

  1. Navigate to the project's Budget tool.
  2. Click the Budget Changes tab.
  3. Locate the budget change that you want to export. Then click the Budget Change # link to open it.
  4. Click the Export button. Then choose PDF from the drop-down menu. 
  5. Choose from these options:
    • Use the controls available in the top-right corner of the new browser window to rotate, download or print the document.
      OR
    • Use the controls to zoom in/out or to fit the document to the page.