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Budget Line Items

Visual Mapping​

Agave syncs Procore Budget Lines Items with Acumatica Cost Budget Lines:

Procore and Acumatica Budget Line Items Mapping

Common Errors & FAQ​

Do I have to use a Sub Job to create the Budget in Procore?​

No, Agave can automatically apply a default Task for you in Acumatica if you prefer not to use Sub Jobs. See the Default Project Level Task.

Can I create lines for Revenue in my Procore Budget?​

Yes, if you add lines using your Revenue Cost Type in Procore, Agave can filter them out when syncing Budget Line Items to Acumatica. Work with your Agave account manager to set up this filter.

How is the Acumatica Revenue Budget synced?​

Agave syncs the Acumatica Revenue Budget with the Procore Prime Contract. See Prime Contracts.

WBS Code ID: This Budget Code Already Exists​

If you see the error [Procore Error] wbs_code_id: This Budget Code already exists, it means a Budget Line Item with this Sub Job, Cost Code, and Cost Type combination (i.e. WBS Code) already exists in this Procore Project.

To resolve this error, press Link to Existing and link the Budget Line Item to the existing Budget in Procore.

tip

If the Budget Line Item is not appearing in the "Link to Existing" list, trying pressing Fetch Latest Data to confirm you are seeing the latest list of WBS Codes in your Procore Project.

Unlocking Budget Line Items in Procore​

If you see the error [Procore Error] The original_budget_amount cannot be updated for a locked budget., it means the Budget in Procore is locked, and no changes can be made to its original amounts.

Why is the Budget Locked?​

A Budget is usually locked after the original budget is finalized. Locking ensures that:

  1. Users cannot modify the original budget data.
  2. Your team maintains a clear historical record of Budget Modifications and Change Orders affecting the budget.

How to Unlock the Budget​

If you need to make changes, go to the Budget page in Procore Project and press Unlock Budget:

Prime Contracts