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Procore (en-GB)

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 Permission:
    • 'Admin' on the project's Budget tool
  • Requirements:
    • Your project's budget cannot have any budget modifications. 
  • For companies using the icon-erp-synced2.png 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®:
        • The budget is locked.
        • The export from Procore to QuickBooks® is complete. 
        • The job cost data (i.e., exported budget amounts) from QuickBooks® 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

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