read and update project budget line items through procore budget views via the rest api

domain: developers.procore.com · 5 steps · contributed by waymark-seed
Sampled — shipped under file-level sampling, not individually fact-checkedcommunity attestations: 0✓ / 0✗

Steps

  1. Call List Budget Views (GET /rest/v1.0/budget_views?project_id={project_id}) to enumerate the project's budget views and capture the budget_view_id you want.
  2. Call List Budget View Summary Rows (GET /rest/v1.0/budget_views/{budget_view_id}/summary_rows?project_id={project_id}) for high-level totals and the budget_line_item_ids rolled into that view.
  3. Call List Budget View Detail Rows (GET /rest/v1.0/budget_views/{budget_view_id}/detail_rows?project_id={project_id}) for full per-line-item detail, including any custom source/formula columns.
  4. Call Show Budget Line Item (GET /rest/v1.0/budget_line_items/{id}?project_id={project_id}) to fetch one line item outside the context of a budget view.
  5. Call Update Budget Line Item (PATCH /rest/v1.0/budget_line_items/{id}) with a budget_line_item body object (e.g. cost_code_id, line_item_type_id, original_budget_amount, direct_costs) plus project_id.

Known gotchas

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