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

Tip

The Field Production Report is automatically set up when you import a unit quantity based budget.

Prepare File for Import

  1. Navigate to the project's Admin tool.

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

  3. Click Import.

  4. Click Download Excel Template to download the budget template to your computer.

  5. 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. To ensure you can report effectively be sure to use the UoM designated for hours. This is respected even if you need to change the display name to align to your ERP.

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

Import

  1. Navigate to the project's Admin tool.

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

  3. Click Import.

  4. Select the file.

    • Click Upload .xlsx File and select the prepared equipment file.

    • Drag and drop the prepared equipment file from you computer to the upload box.

  5. Click Upload.

Considerations
Enter Time in Timesheets