ProScan+ Settings - Only Use Budgeted Cost Codes

Select from Cost Codes and Cost Types budgeted for in Procore

Only Use Budgeted Cost Codes 

ProScan+ currently allows users to select any cost code and cost type within a Procore Project. This can lead to non-budgeted costs impacting Procore budget reports and affect Smoothlink syncing with accounting systems.

The "Only Use Budgeted Cost Codes" setting ensures only those codes budgeted for in Procore are displayed in ProScan+.

Using budgeted Procore Cost Codes will:

• Give users greater control and accuracy when selecting Cost Codes.
• Ensure accurate budget reporting in Procore.
• Reduce the risk of syncing issues between Procore and accounting systems.
• Improve ProScan+ speed performance and load times.

This setting can be controlled from the ProScan+ settings menu or via the individual invoice:

• Settings - Enable/Disable  "Only Use Budgeted Cost Codes"

• Using Budgeted Cost Codes - Direct Costs

• Using Project Cost Codes - Direct Costs

Access ProScan+

1. Login to your ProKit Plus Tools - https://dashboard.prokitplus.com/
2. Select ProScan+ Application
3. Select the Settings menu

Settings - Enable/Disable  "Only Use Budgeted Cost Codes"

1. Select the Features menu
2. Under Invoicing - Toggle the "Only Use Budgeted Cost Codes" on/off

Using Budgeted Cost Codes - Direct Costs

When "Only Use Budgeted Cost Codes" is enabled you can select a Budget Code for each line item on the scan.

Using Project Cost Codes - Direct Costs

You can select from Project Cost Codes by enabling the "Non Budgeted Code" toggle located at the top of the scan.

This will allow you to then select from the Cost Code list.