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Budget Code Attributes on Owner Invoicing

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Background

You can now use Budget Code Attributes in Main Contract Payment Applications to organise your data consistently across Procore. Once enabled, the predefined Budget Code Attributes automatically group your payment application line items including those from variations and budget changes.

Things to Consider

  • Each line item automatically gets the tag from its budget code.

  • Line items from programmes of values, variations and budget changes are grouped together under their assigned attribute.

  • This method automatically groups new transactions by their budget codes, unlike custom grouping.

Prerequisites

  • Set up budget code attributes in the Admin tool under Work Breakdown Structure.

  • Attributes must be assigned to the relevant budget codes.

  • Required User Permissions: 

    • 'Standard' or 'Admin' level permissions on the project's Main Contract Payment Applications tool.

Steps

  1. Navigate to the project's Main Contract Payment Applications tool.

  2. Click the owner payment application you want to view.

  3. Click the Group By drop-down menu.

  4. Select the name of the attribute you previously configured. For example, "Attribute Name”.

    • Note: The line items will automatically regroup based on the budget codes.

  5. Optional: To organise the data further, group by a second category such as Budget Code.

  6. Click the Expand or Collapse icons to view transaction details within each attribute group.

Note: Add a secondary grouping by Budget Code to see which transactions belong to each attribute category.

See Also