Set Planned Amounts & Budget Line Items

Setting planned amounts as lump sums, as high-level budget items, or simply syncing them with the Project level Budget tool allows capital planners to establish project budget constraints and plan projected costs into a multi-year capital plan.

• Required User Permissions:

  • 'Standard' or 'Admin' level access to Capital Planning.

• Additional Information

  • Program or project structures must be configured in Capital Planning.

Set Planned Amount as a Lump Sum

1. Navigate to the Capital Planning tool.

2. Click the name of the program or project you want to update.

3. Click Edit.

4. In the Planned Amount field, select Lump Sum as the type.

5. Enter the total dollar amount.

6. Click Save.

Set Planned Amount as Line Items

1. Navigate to the Capital Planning tool.

2. Click the name of the program or project you want to update.

3. Click Edit.

4. In the Planned Amount field or grid, select Line Items.

5. Add or update individual cost code allocations.

6. Click Save.

Sync Planned Amounts with Budgets 

1. Navigate to the Capital Planning tab.

2. To sync the Planned Amount for an active project:

   • Select Project Budget in the Planned Amount Type column.

   • Confirm the amount matches the current budget in the project-level Budget tool.

   • For Active Projects:

     1. Select the option to sync with the Project Budget (Original or Revised Budget).
        Note: Changes to the budget in the Procore® Budget tool will automatically update the Planned Amount in Capital Planning.

   • For Concept Projects:

     1. The Planned Amount is  pre-populated with the amount from the Estimated Budget.

3. To include or exclude a project from the total plan calculations:

   • Locate the In Plan toggle for the project.

   • Click the toggle to the On or Off position.

   • Confirm the Grand Total footer updates to reflect the change.