Unlock a Budget

Objective

To unlock a budget before project users have created budget modifications. 

Background

The ability to unlock a budget in the project's Budget tool was added to Procore because it is not uncommon for users to find data entry error that needs correcting shortly afteer finalizing a budget. The unlock feature is also helpful for project team's that prefer to upload time-phased budget data into the Budget tool. See What are best practices for using multiple (phased) budget uploads? Whatever your reason for needing to unlock a budget, you can only use the steps below when one of the following conditions is true:

• No budget modifications have been created on the project. 
  OR
• All existing budget modifications have been deleted.

   Note

  If you have created one or more budget modifications, continue with Unlock a Budget with Budget Modifications instead of the steps below. 

Things to Consider

• Required User Permissions:
  • 'Admin' level permissions on the project's Budget tool
• Requirements:
  • Your project's budget cannot have any budget modifications. 
• For companies using the  ERP Integrations tool: Show/Hide  
  • If you are syncing your project's budget with an integrated ERP system, the system does NOT permit you to delete budget modifications.
  • The 'Unlock Budget' button is only available for use when:
  • • QuickBooks® Desktop:
      • The budget is locked.
      • The export from Procore to QuickBooks® Desktop is complete. 
      • The job cost data (i.e., exported budget amounts) from QuickBooks® Desktop must be synced into Procore. 
    • Sage 100 Contractor®:
      • The budget is locked.
      • The export from Procore to Sage 100 Contractor® is complete.
      • The exported entries have been manually posted to Sage 100 Contractor® using its Job Cost function.
      • The Sage 100 Contractor® data has been synced with the hh² Cloud Service and Procore. 
    • Sage 300 CRE®:
      • The budget is locked.
      • The export from Procore to Sage 300 CRE® is complete.
      • The exported entries have been manually posted to Sage 300 CRE® using its Job Cost function.
      • The Sage 300 CRE® data has been synced with the hh² Cloud Service and Procore. 
    • Integration by Procore:
      • The budget is locked.
      • The export from Procore to Viewpoint® Spectrum® is complete.
      • The job cost data (i.e., exported budget amounts) from Viewpoint® Spectrum® must be synced into Procore. 
    • Integration by Ryvit:
      • The budget is locked.
      • The export from Procore to Viewpoint® Vista™ is complete.
      • The Viewpoint® Vista™ data must be synced into Procore.

Prerequisites

• Lock a Budget 

Steps

1. Navigate to the project's Budget tool.
2. Click Unlock Budget.

    Notes

   • The Unlock Budget button is only available when the project's budget is locked. See Lock a Budget.
   • If the Unlock Budget button is grayed out and your company has enabled the ERP Integrations tool, you must click Retrieve from ERP first. See Retrieve a Budget from ERP.

See Also

• Lock a Budget
• Unlock a Budget with Budget Modifications
• What are best practices for using multiple (phased) budget uploads?