What is the difference between a budget code and a task code?
Answer
Overview
In Procore, a budget code is a Work Breakdown Structure-based financial structure. It is not limited to only cost code plus sub job; it can reflect the segment structure your company defines in Work Breakdown Structure.
A task code is a time-entry experience in Procore’s timekeeping tools that helps users select the right budget-related items faster and with better accuracy by applying additional controls and filtering.
For admins, the key difference is that budget codes define the underlying financial structure, while task codes control how that structure is presented and constrained for time entry.
Functionality
Cost Codes and Task Codes
Limit options by cost type to improve accuracy in Timesheets and My Time.
Task Codes Only
Restrict to budgeted items at the project level (or allow non-budgeted items when needed).
When creating timesheets, task code filters are saved for future entries.
Hide deactivated budget codes from time-entry pickers by deactivating the codes at the project level.
Example
In the Project level Timesheets tool, users can select a single task code instead of separately selecting the cost code and sub job.
Timesheets with a task code.
Timesheets with a cost code and sub job.