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Procore

Activate Budget Codes on a Project

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Objective

To activate one or more budget codes on a Procore project. 

Background

If your team has created budget codes on a project, Procore automatically activates the codes. However, if you deactivate a budget code, you may want to re-activate it at a later time. 

Example

As shown in the illustrations below, an 'Active' budget code is available in the drop-down list as a selection in the 'Budget Code' column in all of Procore's Project Financials tools. An 'Inactive' budget code is not available for use. 

Active Budget Codes

Appear as options in the 'Budget Code' drop-down list.

active-budget-code-in-drop-down.png
Inactive Budget Codes

Do NOT Appear as options in the 'Budget Code' drop-down list. 

inactive-code-not-in-drop-down.png

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Project level Admin tool. 
      OR
    • 'Read Only' or 'Standard' level permissions on the Project level Admin tool with the 'Manage WBS Codes' granular permission enabled on your permission template.

Steps

Activate a Budget Code

  1. Navigate to the project's Admin tool. 
  2. Click the Work Breakdown Structure link. 
  3. Click the Budget Code Usage tab. 
  4. Locate the budget code that you want to deactivate. 
     Notes

    To help you locate the code, you have these options:

    • To search for a specific budget code, type in the desired code in the Search box.
  5. Click the Status drop-down list and select the Active option. 
    activate-project-budget-code.png
    Procore activates the budget code on the project. The code now appears as option to select from the drop-down list in the 'Budget Code' column' on all of the tools in Project Financials.

Activate Budget Codes in Bulk

  1. Navigate to the project's Admin tool. 
  2. Click the Work Breakdown Structure link. 
  3. Click the Budget Code Usage tab. 
  4. Mark the tickboxes that correspond to one or more budget codes that you want to activate.
  5. Click the Change Status menu and choose Active from the drop-down list. 
    activate-budget-codes-in-bulk.png