The new Budget Changes feature is designed to replace the existing budget modifications feature. Once you migrate to Budget Changes, you will no longer have access to the budget modifications feature. If you have any questions before your company starts the migration, contact your Procore point of contact. To learn more about the timeline for migration, see: Common Questions.
Une modification budgétaire déplace les fonds de votre budget d’un secteur de coûts ou de revenus spécifique vers un autre secteur de coûts ou de revenus. Les utilisateurs peuvent créer des changements budgétaires pour s’assurer que votre équipe dispose d’une méthode pour déplacer et auditer les valeurs budgétaires entre les activités de projet et les lots de travaux associés à votre projet de construction. Avec le formulaire « Créer un nouveau changement budgétaire », les utilisateurs peuvent ajouter des ajustements basés sur le montant et sur les unités/quantités d’un poste à l’autre, ce qui déplace les quantités de matériaux, de main-d’œuvre et de fonds dont vous avez besoin pour mener à bien les activités.
Depending on whether you use your budget to track cost or revenue, you can create budget changes to move dollar amounts between Dans Procore, un code budgétaire est appliqué aux postes dans les outils de gestion financière de Procore pour vous donner la possibilité de classer vos postes financiers en tant que coûts dans votre budget. Un code budgétaire dans Procore se compose de deux (2) segments par défaut (c.-à-d. code de coût,type de coût) et d’un segment de sous-projet facultatif. Selon la structure des codes budgétaires au niveau entreprise ou projet dans la structure de découpage du projet de Procore, un code budgétaire peut également inclure un nombre illimité de segments personnalisés.. Some common uses for a budget change include:
Transfer Funds. A fund transfer is a budget change that moves funds from one (1) budget code to one (1) or more other budget code(s).
Move Expenditures. If you use your budget to track expenditures, you can move expenses from one (1) budget code to one (1) or more other budget code(s).
Move Revenue. If you use your budget to track your project's revenue, you can move revenue from one (1) budget code to one (1) or more other budget code(s).
Dans Procore, une modification budgétaire est composée de deux (2) éléments :
Ajustement. Un ajustement est un poste qui représente la ligne du budget d’origine d’où proviennent les fonds. Vous pouvez ajouter de nouveaux ajustements en cliquant sur le bouton Ajouter un ajustement .
Ligne. Un poste sous un ajustement représente l’endroit où vous souhaitez allouer les fonds du budget initial. Vous pouvez ajouter des postes aux ajustements en cliquant sur le bouton Ajouter une ligne .
Required User Permissions:
'Admin' level permissions on the project's Budget tool.
OR
'Read Only' or 'Standard' level permissions on the project's Budget tool with the 'Create, edit, and delete Budget Changes' granular permission enabled on your permissions template.
Additional Information:
Procore recommends that your company (or each project team) develop a policy for managing budget changes in your environment.
Budget changes are supported by the Company level Workflows tool.
Limitations:
Budget changes do NOT automatically populate in a An GC/Client Invoice is an application for payment, typically submitted by a Specialty Contractor to a General Contractor/Client to provide an itemized record of the amount due for work performed. In Procore, an GC/Client invoice is equivalent to an accounts receivable invoice. A Funding Invoice is an application for payment, typically submitted by a Contractor to the Funding Source to provide an itemized record of the amount due for work performed. In Procore, a Funding invoice is equivalent to an accounts receivable invoice. An Owner Invoice is an application for payment, typically submitted by a General Contractor (GC) or Construction Manager (CM) to an Owner to provide an itemized record of the amount due for work performed. In Procore, an owner invoice is equivalent to an accounts receivable invoice., , or .
Adjustments can only be edited when a Budget Change is in the 'Draft' status.
If a custom workflow has been applied to the project, you will NOT be able to manually edit the budget change status.
Pour les entreprises utilisant l’outil 
Intégrations ERP : Afficher/Masquer
Only 'Approved' budget changes can be sent to Procore + .
Budget changes can be retrieved from Procore + ERP Integrations if they have not yet been synced.
Budget changes cannot be edited or deleted once synced with the integrated ERP system.
Navigate to the project's Budget tool.
Click the Budget Changes tab.
Click Edit.
Update the budget change information as needed:
An asterisk (*) below denotes a required field.
Number*
Accept the default budget change number. Procore assigns new adjustment numbers in sequential order. For example; 1, 2, 3, and so on.
Status*
Select the current status of the budget change. Procore assigns the 'Draft' status to new adjustments.
Title
Enter a title for the budget change.
Description
Enter a more detailed description of the budget change.
Optional. If the 'Allow Budget Changes to be Billed on Owner Invoices' setting is enabled (see Budget Changes):
Add to Owner Invoice. Mark this check box to add the budget change to owner invoices when approved. For details, see About Budget Changes on Owner Invoices.
Prime Contract. Select the appropriate prime contract from the drop-down list.
Optional. Continue with adding one (1) or more adjustments.
Locate the adjustment that you want to modify.
Update the following information as needed:
Budget Code
Select a budget code from the list or click Create Budget Code to create a new one. See What is a budget code in Procore's WBS?
Description
Enter a description for the adjustment.
Quantity
Enter the number of units.
Unit
Enter the Unit of Measure (UOM).
To view the default options in the list, see Which units of measure are included on Procore's master list?
To update the available options in the list, see Update a Unit of Measure to the Unit of Measure Master List.
Unit Cost
Enter the cost per unit.
Amount
Procore automatically calculates the subtotal for you, based on the Quantity, Unit, and Unit Cost Entries.
Change Event Line Item
If the Change Events tool is active on the project, select a change event line item to link the adjustment to a change event.
Optional: Comment
Enter any helpful comments about the budget change in this box.
Locate the line item to adjust in the 'Adjustments' section.
Update the following information for an adjustment line item:
Budget Code
Select a budget code from the list or click Create Budget Code to create a new one. See What is a budget code in Procore's WBS?
Description
Enter a description for the adjustment.
Quantity
Enter the number of units.
Unit
Enter the Unit of Measure (UOM).
To view the default options in the list, see Which units of measure are included on Procore's master list?
To update the available options in the list, see Update a Unit of Measure to the Unit of Measure Master List.
Unit Cost
Enter the cost per unit.
Amount
Procore automatically calculates the subtotal for you, based on the Quantity, Unit, and Unit Cost Entries.
Change Event Line Item
If the Change Events tool is active on the project, select a change event line item to link the adjustment to a change event.
Optional: Comment
Enter any helpful comments about the budget change in this box.
Click Create.
If your company is tracking production quantities on the budget (see What are 'production quantities'?), you can also create budget changes to make production adjustments.
After selecting the line item for the production adjustment as detailed above, you can then add one (1) or more line items to represent how you want to reallocate the budgeted production quantities.
Loading related articles...