Procore Budget API

The Budget API from Procore — 18 operation(s) for budget.

Business capability
Budgeting Management BC-230.10

Operations 24

GET /rest/v2.0/companies/{company_id}/projects/{project_id}/advanced_forecastings/rows Get Advanced Forecasting Rows of a Project #
POST /rest/v2.0/companies/{company_id}/projects/{project_id}/advanced_forecastings/rows Update Advanced Forecasting Rows #
GET /rest/v1.0/projects/{project_id}/budget Show Budget meta data #
POST /rest/v1.0/projects/{project_id}/budget/lock Create a budget lock #
DELETE /rest/v1.0/projects/{project_id}/budget/lock Delete budget lock #
GET /rest/v2.0/companies/{company_id}/projects/{project_id}/budget_views/{budget_view_id}/detail_rows Get Detail Rows for a Project's Budget #
POST /rest/v2.0/companies/{company_id}/projects/{project_id}/budget_notes/{wbs_code_id} Creates or updates a budget note for a budget or a forecasting row #
GET /rest/v2.0/companies/{company_id}/projects/{project_id}/budget_notes/{wbs_code_id} Fetches a budget note #
GET /rest/v2.0/companies/{company_id}/projects/{project_id}/budget_views/{budget_view_id}/project_status_snapshots List Project Status Snapshots #
GET /rest/v2.0/companies/{company_id}/budget_views/{budget_view_id}/project_status_snapshots List Company Project Status Snapshots #
GET /rest/v2.0/companies/{company_id}/budget_views/{budget_view_id}/project_status_snapshots/summary Get Company Snapshots Summary #
GET /rest/v2.0/companies/{company_id}/project_status_snapshots/budget_views Get Budget View Options #
GET /rest/v2.0/companies/{company_id}/projects/{project_id}/project_status_snapshots/budget_views Get Project Budget View Options #
GET /rest/v2.0/companies/{company_id}/projects/{project_id}/budget_views/{budget_view_id}/summary_rows Get Summary Rows for a Project's Budget #
GET /rest/v2.0/companies/{company_id}/configurable_budgeting/company_budget_configuration View Company Budget Configuration #
PATCH /rest/v2.0/companies/{company_id}/configurable_budgeting/company_budget_configuration Update Company Budget Configuration #
PUT /rest/v2.0/companies/{company_id}/projects/{project_id}/budget_columns/{budget_column_id}/direct_entries/{wbs_code_id} Add or update a Direct Entry value for a Budget Column and WBS Code #
GET /rest/v2.0/companies/{company_id}/financial_periods List Financial Period groups #
POST /rest/v2.0/companies/{company_id}/financial_periods Create a Financial Period group #
GET /rest/v2.0/companies/{company_id}/financial_periods/with_project_status_snapshots List Financial Periods with project status snapshots #
PATCH /rest/v2.0/companies/{company_id}/financial_periods/{group_name} Update a Financial Period group #
DELETE /rest/v2.0/companies/{company_id}/financial_periods/{group_name} Delete a Financial Period group #
PATCH /rest/v2.0/companies/{company_id}/financial_periods/periods/{id} Update a Financial Period status #
GET /rest/v2.0/companies/{company_id}/projects/{project_id}/financial_periods/open List open Financial Periods #

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OpenAPI Specification

procore-budget-api-openapi.yml Raw ↑
openapi: 3.2.0
info:
  title: Procore REST Budget API
  version: v1.0/v2.0
  description: Merged from the per-resource OpenAPI documents Procore publishes through its developer portal (https://developers.procore.com/api/v1/resource_groups). Originals are kept verbatim in openapi/_original/resources/.
  x-source: https://developers.procore.com/api/v1/resource_groups
servers:
- url: https://api.procore.com
  description: Production
security:
- bearerAuth: []
tags:


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# Full source: https://raw.githubusercontent.com/api-evangelist/procore/refs/heads/main/openapi/procore-budget-api-openapi.yml