変更イベントから予算変更を作成する

 Phased Release
The new Budget Changes feature is designed to replace the existing budget modifications feature. Once you migrate to Budget Changes, you will no longer have access to the budget modifications feature. If you have any questions before your company starts the migration, contact your Procore point of contact. To learn more about the timeline for migration, see: Common Questions.

目的

変更イベント ツールから予算変更を作成すること。

背景

A budget change moves your budget's funds from a specific cost or revenue area to another cost or revenue area. Users can create budget changes to ensure your team has a method for moving and auditing budget values between the job activities and work packages associated with your construction project. With the 'Create New Budget Change' form, users can add both Amount-Based and Unit/Qty Based adjustments from one line item to another -- which moves the quantities of materials, labor, and funds you need to complete activities.  

Example

Depending on whether you use your budget to track cost or revenue, you can create budget changes to move dollar amounts between budget codes. Some common uses for a budget change include:

  • Transfer Funds. A fund transfer is a budget change that moves funds from one (1) budget code to one (1) or more other budget code(s). 
  • Move Expenditures. If you use your budget to track expenditures, you can move expenses from one (1) budget code to one (1) or more other budget code(s). 
  • Move Revenue. If you use your budget to track your project's revenue, you can move revenue from one (1) budget code to one (1) or more other budget code(s). 

In Procore, a budget change is comprised of two (2) components:

  • Adjustment. An adjustment is a line item that represents the line on the original budget where the funds are coming from. You can add new adjustments by clicking the Add Adjustment button. 
  • Line. A line item under an adjustment represents where you want to allocate the funds from the original budget. You can add line items to adjustments by clicking the Add Line button. 
 Tip
What is a budget code? To learn more about the budget code concept in Procore, see What is a budget code in WBS?

考慮すべきこと

ステップ

  1. プロジェクトの [変更イベント ] ツールに移動します。
  2. 予算変更に関連付ける変更イベント項目を見つけます。
  3. 予算変更に含める各行の横にあるチェックボックスをクリックします。
  4. 変更イベント リストの上部にある [ 追加先] をクリックします。
    clipboard_e44a5b79e84933c43066d661577922e21.png
  5. [予算変更] を選択します。
  6. [新しい予算変更] を選択するか、項目に関連付ける既存の予算変更を選択します。
 ヒント
予算変更の作成に関する詳細な手順については、「予算変更を作成する」を参照してください。

関連項目

 

If you would like to learn more about Procore's change events management software and how it can help your business, please visit our construction change order product page icon-external-link.png.