Import your Budget

 Note

These steps are for customers without Project Financials. If you have Project Financials, follow the steps in the Procore application, and see Import a Budget or the Resource Tracking and Financials Setup Guide for steps.

Steps

  1. Navigate to the project's Admin tool.

  2. Under 'Project Settings' in the sidebar, click Unit Quantity Based Budget.

  3. Click Download Template to download the budget.xlsx file to the download location to your computer.

  4. In the XLSX file, enter your budget information into the relevant tabs. Show/Hide Fields

    • Budget Line Items Tab

      • Cost Code. The cost code for the item.

      • Cost Type. The cost type for the item.

      • Description. The item's description.

      • Unit Quantity. The budgeted number of items.

      • UOM. The unit quantity's unit of measure.

    • Budget Production Quantities Tab

      • Cost Code. The cost code for the quantities to be installed.

      • Description. The description of the quantities to be installed.

      • Production Quantity. The amount to be installed.

      • UOM. The unit of measure for the quantities to be installed.

    • Importer Data Fields.

      • Do not edit. This has the list of available options for the other tabs.


     Notes

    • The Importer Data Fields tab contains the data for the drop downs in the template, based on your project and company configurations, and should not be edited.

    • Budget Line Items is used to budget labor or equipment hours. This will populate the pickers in the Timesheets & My Time tools so your teams know what is budgeted for the project. Add the labor and equipment hours to the Unit Qty column.

    • Budgeted Production Quantities is used to budget units to install so that your team can record units installed when doing time entry in Timesheets.

    • UOM (Unit of Measure) for budgeted labor must be in hours.
      Note: The import and Field Production Report respect the units of measure in your Unit of Measure Master List. If the UOM in your Master List is different than the unit of measure you import ('hours' vs 'HRs'), any hours that do not match the value in your master list, will not show in the report.

  5. Save your changes to the file and maintain the .xlsx file format.

  6. Navigate back to your project Admin tool's Unit Quantity Based Budget section.

  7. Under 'Import Budget Excel document', click Choose File.

  8. Select your XLSX file. Then click Open.

  9. Click Import.

  10. Check the import and verify that all budgeted hours and production quantities entered were properly imported by viewing them on the Unit Quantity Based Budget page.
    unit-quantity-budget-upload-review.png

Considerations
Enter Time in Timesheets