Equipment User Guide

• Required User Permissions:

  • 'Admin' on the Company Admin tool.

• Additional Information:

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

  • To set up 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 has access permission to apply the view to a project's budget. See Apply the View, Snapshot, Group, and Filter Options on a Budget or Forecasting View.

• For companies using theERP 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 Things to Know About Your ERP Integration 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 previewing your budget view and determining that it suits your business needs, you can assign it one or more Procore projects.

1. Click the Assign to Projects drop-down list.
   

2. Place a checkmark in the box next to one or more of the following options:

   1. All Projects Selected. This assigns the new budget view all of your Procore projects.

   2. All Projects Using ERP Direct Costs. This assigns the new budget view to projects using the ERP Direct Costs budget view.

   3. All Projects Using Procore Direct Costs. This assigns the new budget view to projects using the project level Direct Costs tool.

   4. [Individual Projects]. This assigns the new budget view to only the project(s) that you select.

3. Click Done.