Equipment User Guide

• Required User Permissions:

  • 'Admin' level permissions on the Company level Admin tool.

• Additional Information:

  • To create a budget view for real-time labor productivity, see Resource Tracking and Project Financials: Setup Guide.

  • To create a labor productivity cost budget view, see Set Up the Procore Labor Productivity Cost Budget View.

  • Any user with 'Read Only' permission or higher on the Budget tool can apply views to a project's budget. See Apply the View, Snapshot, Group, and Filter Options on a Budget or Forecasting View.

  • If your company is using the ERP Integrations tool: Show/Hide

    • If your company account is using the ERP Integrations tool, Procore automatically provides you with a budget view for your Integrated ERP System. See Which ERP integrations are supported by Procore? for details about your specific ERP connector.

    • Any custom budget views that you create for an ERP Integration must contain all of the required ERP data columns. This ensures that Procore can send the required budget data to the company's ERP Integrations tool for acceptance for export to the integrated ERP system by an Accounting Approver. See Send a Budget to ERP Integrations for Accounting Acceptance.

After closing the Configure Columns window, the system returns you to the new budget view's window. Under Column Configuration, you can get an idea of how your budget view will look in Procore by selecting a project from the Preview with Project drop-down list.