Budget - Workflow Diagrams Last updated Save as PDF Budget STARTSTARTENDENDSet Up a Budget in a New Procore ProjectSet Up a Budget in a...Choose from these optionsChoose from these optionsCreate a Budget ModificationCreate a Budget Modi...Add a Partial Budget Line ItemAdd a Partial Budget...Delete a Budget Line ItemDelete a Budget Line...Do you want to add or import your budget line items?Do you want to add or import your budget line...Import a BudgetImport a Budget ImportImportAddAddAdd a Budget Line ItemAdd a Budget Line Item Do you want to make any final edits before locking the project's original budget?Do you want to make any final edits before loc...Lock a BudgetLock a Budget Choose from these optionsChoose from these optionsAdd a Budget Line ItemAdd a Budget Line Ite...Delete a Budget Line ItemDelete a Budget Line...Use the Forecast to Complete FeatureUse the Forecast to C...Create a Budget Snapshot 1Create a Budget Snaps...Any final changes to your original budget?Any final changes to your orig...Unlock a BudgetUnlock a Budget Update the BudgetUpdate the BudgetHow do you want to update the project's current budget?How do you want to update the project'...Original BudgetOriginal BudgetDo you want to create the main contract's BOQ from the project budget?Do you want to create the pr...Choose from these optionsChoose from these optionsView Budget ReportsView Budget Reports Create Custom Budget ReportsCreate Custom Budget...ENDENDRun reports?Run reports?With VariationsWith VariationsDo you need to change a commitment contract or a main contract?Do you need to change a commitment contract...LEGENDLEGENDOptional StepOptional StepProject ManagerProject Manager1 Procore recommends always taking a snapshot after locking your project's original budget. 1 Procore recommends always taking...Continue to the 'Main Contract' workflowContinue to the 'MainContrac...Continue to the 'Commitment Variation Tiers' workflowContinue to the 'Commitment Ch...workflow#Commitment_Change_Order_TiersContinue to the 'Main Contract Variation Tiers' workflowContinue to the 'MainCont... Add a Budget View for Real-Time Labour Costing STARTSTARTSet Up a Budget View for Real-Time Labour ProductivitySet Up a Budget View...ENDENDLEGENDLEGENDProcore AdminProcore AdminAdmin on TimesheetsAdmin on TimesheetsProject ManagerProject Manager1Choose 'Labour' as the 'Default Cost Type for Timecards' setting and click 'Apply to Existing Timecards'1Choose 'Labour' as the 'Defau...Optional StepOptional StepSupervisor/Site managerSupervisor/Site managerLaborerLaborer2Include one or more line items with the unit-based fields set to hours2Include one or more line ite...Do you want to use theReal-Time Labour Productivity budget view on your project?Do you want to use the...Configure Settings: Timesheets1Configure Settings: T...Add aBudget Line Item2Add a...How do you want to create the project's budget line items?How do you want to create the pr...Import a Budget2Import a Budget2 View a BudgetView a Budget Laborer Timecard entry?Laborer Timecard...Create aTimecard EntryCreate a...Create aTimesheetCreate a...TIMECARDTIMECARDTIMESHEETSTIMESHEETSApprove aTimesheetApprove a...Create a Timesheet (Android)Create a Timesheet (A...Create a Timesheet (iOS)Create a Timesheet (i...What tool are you using in the Procore web application?What tool are you usi...Sign a Timesheet (Android)Sign a Timesheet (And...Sign a Timesheet (iOS)Sign a Timesheet (iOS...What is the "Timesheet Hours" Column Setting on the Budget View?What is the "Timesheet Hours...'APPROVED' STATUS'APPROVED' STATUS'PENDING' STATUS'PENDING' STATUSLINE ITEM UPDATEDLINE ITEM UPDATEDAre you entering time using Procore for Android or iOS?Are you entering time...ANDROIDANDROIDiOSiOS Set Up the 'Procore Labour Productivity Cost' Budget View Do you want to enter installed production quantities using Procore's Field Productivity tools?Do you want to enter installed p...Import Installed Production QuantitiesImport Installed Prod...STARTSTARTEnable the Labour Productivity Cost Features for Project FinancialsEnable the Labour Prod...LEGENDLEGENDProcore AdminProcore AdminAdmin on TimesheetsAdmin on TimesheetsProject ManagerProject Manager1Choose 'Labour' as the 'Default Cost Type for Timecards' setting and click 'Apply to Existing Timecards'1Choose 'Labour' as the 'Defau...Optional StepOptional StepSupervisor/Site managerSupervisor/Site managerLaborerLaborer2 Clients using the Admin tool's 'Unit Quantity Based Budget' option and the Timesheets tool can import budgeted production quantities in the Admin tool.2 Clients using the Admin too...Do you want to use the'Procore Labour Productivity Cost' budget view on your project?Do you want to use the...Laborer Timecard entry?Laborer Timecard...Create aTimecard EntryCreate a...Create aTimesheetCreate a...TIMECARDTIMECARDTIMESHEETSTIMESHEETSApprove aTimesheetApprove a...Create a Timesheet (Android)Create a Timesheet (A...Create a Timesheet (iOS)Create a Timesheet (iO...What tool are you using in the Procore web application?What tool are you usi...Sign a Timesheet (Android)Sign a Timesheet (And...Sign a Timesheet (iOS)Sign a Timesheet (iOS...What is the "Timesheet Hours" Column Setting on the Budget View?What is the "Timesheet Ho...Are you entering time and installed production quantities using Procore for Android or iOS?Are you entering time and installed...ANDROIDANDROIDiOSiOS'PENDING' STATUS'PENDING' STATUSAdd Budget Line ItemsAdd Budget Line Items Set Up the 'Procore Labour Productivity Cost' Budget ViewSet Up the 'Procore L...Import a BudgetImport a Budget Update the Budgeted Quantities Worksheet2Update the Budgeted Qu...Add Budgeted Production QuantitiesAdd Budgeted Production...Procore Labour Productivity Cost ViewProcore Labour Product...ENDENDAdd Quantities to a TimesheetAdd Quantities to a T...'APPROVED' STATUS'APPROVED' STATUSAdd Quantities to a Timesheet (Android)Add Quantities to a T...Add Quantities to a Timesheet (iOS)Add Quantities to a T...Configure Settings: Timesheets1Configure Settings: T...FIELDPRODUCTIVITYFIELD...PROJECTFINANCIALSPROJECT...HOW TO VIEW PRODUCTION QUANTITIESHOW TO VIEW PRODUCTION QUANTITIESHow do you want to add budget line items and budgeted production quantities?How do you want to add budg...Import Budgeted Production QuantitiesImport Budgeted Produ...Production Quantity ReportProduction Quantity R...IMPORT DATAIMPORT DATAENTER DATAENTER DATA
