Deactivate Budget Codes on a Project

If your team has created budget codes on a project and you no longer want your project team to assign those codes to line items in Procore's Project Financials tools, you can use the steps below to deactivate selected budget codes from your project.

Deactivating budget codes removes them from the drop-down list in the 'Budget Code' column in all of Procore's Project Financial tools. In addition to Project Financials, deactivating a budget code also removes that code from task code selectors in timekeeping tools (such as Timesheets and My Time), helping prevent time entries against inactive values.

• Required User Permissions

• If users report missing task code options during time entry, verify that the related budget code is active on the project.

• If your account is ERP integrated:

  • Keep in mind that data coming into Procore from your ERP system can still be logged against a deactivated budget code.

• Deactivate a Budget Code

• Deactivate Budget Codes in Bulk

Deactivate a Budget Code

1. Navigate to the project's Admin tool.

2. Click the Work Breakdown Structure link.

3. Click the Budget Code Usage tab.

4. Locate the budget code that you want to deactivate.

    Notes

   To help you locate the code, you have these options:

   • To search for a specific budget code, type in the desired code in the Search box.

5. Click the Status drop-down list and select the Inactive option.
   
   Procore deactivates the budget code on the project. The code is removed as a option to select from the drop-down list in the 'Budget Code' column' on all of the tools in Project Financials.

Deactivate Budget Codes in Bulk

1. Navigate to the project's Admin tool.

2. Click the Work Breakdown Structure link.

3. Click the Budget Code Usage tab.

4. Mark the checkboxes that correspond to one or more 'Active' budget codes in the usage table.

5. Click the Change Status menu and choose Inactive from the drop-down list.