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Procore (en-GB)

Export Budget Changes

 Phased Release
The new Budget Changes feature is designed to replace the existing budget modifications feature. Starting in October 2022, Procore will be working with Procore customers to migrate from budget modifications to the Budget Changes feature by October 16, 2023. Once you migrate, 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.

Example

The illustration shows you an example of a budget change when exported to PDF. 

COMING SOON 

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 ERP Integrations:

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.

 

If you would like to learn more about Procore's budget management software and how it can help your business, please visit our construction budgeting software product page icon-external-link.png.