Budget Transfers (Budget Changes or Internal Approved Change Orders)

Overview

Agave Sync allows you to export Procore Budget Changes to Vista PM Approved Internal Change Orders

note

Budget Transfers with a status of "Approved" in Procore are synced in an interfaced state to Vista.

Visual Mapping

Video Tutorial

Common Errors and FAQs

Are there any pre-requisites to syncing Budget Transfers from Procore to Vista?

Yes, the Project, Cost Codes, Cost Types, and Units of Measure associated with the Budget Transfer must be synced.

Customizing the Budget Transfer Prefix

By default, Agave Sync will apply a prefix of "BA-" to your Budget Transfers. This prefix is used to distinguish Budget Changes (i.e. Internal Approved Change Orders) from Prime Contract Change Orders (i.e. External Approved Change Orders).

If you would like to customize this prefix (e.g. to "EX-", "BC-", or "BT"), let your Agave Account Manager know and they can apply a setting for you.