Activate Budget Codes on a Project

If your team has created budget codes on a project, Procore automatically activates the codes. However, if you deactivate a budget code, you may want to re-activate it at a later time.

• Required User Permissions:

  • 'Admin' level permissions on the Project level Admin tool.
    OR

  • 'Read Only' or 'Standard' level permissions on the Project level Admin tool with the 'Manage WBS Codes' granular permission enabled on your permission template.

• Activate a Budget Code

• Activate Budget Codes in Bulk

Activate 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 Active option.
   
   Procore activates the budget code on the project. The code now appears as option to select from the drop-down list in the 'Budget Code' column' on all of the tools in Project Financials.

Activate 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 budget codes that you want to activate.

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