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Procore (en-GB)

Void 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 void budget changes using the project's Budget tool. 

Background

To ensure an accurate historical record of your project's budget, budget changes cannot be deleted from Procore. However, users with the required user permissions can change the status to 'Void.' When you void a budget change, you are no longer able to add adjustments to it. However, you can continue to add attachments and update the information in the 'General Information' section. 

Things to Consider

  • Required User Permissions:
    • To void a budget change, 'Standard' level permissions or higher on the project's Budget tool. 
  • 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:
    • Budget changes cannot currently be synced with Procore + ERP Integrations
    • If a custom workflow has been applied to the project, you will NOT be able to manually edit budget change status. 

Prerequisites

Steps

  1. Navigate to the project's Budget tool. 
  2. Click the Budget Changes tab. 
  3. Locate the budget change to void in the list. Next, click its Budget Change # link. 
  4. In the 'General Information' section, click Edit.
    budget-change-edit.png
  5. Select 'Void' from the Status drop-down list. 
    change-status-to-void.png
  6. Click Save

See Also

 

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.