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Procore (en-GB)

Edit a Budget

Objective

To make modifications to a project's budget in Procore.

Background

There are several ways to make changes to a project's budget. The steps that you use depend on where you are in the budgeting process and whether the budget has been locked or is unlocked.

Things to Consider

  • Required User Permissions:
    • Refer to the 'Things to Consider' sections in the tutorials listed under Steps below. 
  • For companies using the ERP Integrations tool:
    • The budget must be locked to export it to an integrated ERP system. See Lock a Budget.

See Also