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什么是综合财务管理中的成本分配和组件?

 注意
本常见问题中的信息适用于 Procore 中具有综合财务管理产品的账户。如需更多信息,请联系你的Procore point of contact。

答案

Cost Allocations is a Portfolio Financials feature that allows you to allocate budgets, holds, contracts, schedule items, and change orders to components (or sub projects) using percentage-based allocation rules. See Cost Allocations.

 Important
This is an add-on feature that must be enabled for your organization's account. If you are a Company Admin and would like this feature available for your projects, please reach out to your Procore point of contact for more information.

When Cost Allocations is enabled on a project, the 'Components' and 'Allocations Rules' tabs become available above the Cost Tracker on the Project Page. See Enable Cost Allocations and Components for a Project in Portfolio Financials.

  • Components are sub-projects that you can allocate and track costs with. 
  • Allocation Rules are specific rules added to assign percentages to components for the project. 

components.png

In the example above, the financials of each three phases of a development project have been allocated to and tracked as three separate components.

 Caution
After a component is added, the Allocations feature cannot be disabled for the project, and the component cannot be deleted.

分配规则

The logic by which costs are allocated to individual components is dictated by the allocation rules applied to any of the four items:

  • 成本项(决定预算和保留金)
  • 合同(适用于在没有细分分项价格表时授予合同的情况)
  • 进度计划价值(适用于对合同进行细分的情况)
  • 变更通知单

allocation-rule-components.png

In the example image above, four allocation rules have been added:

  • 平均拆分:与任何标有此规则的项相关的财务将在三个组成部分之间平均拆分。
  • Phase 1: 100% of financials tagged with this rule will be allocated to the Phase 1 component.
  • Phase 2: 100% of financials tagged with this rule will be allocated to the Phase 2 component.
  • Phase 3: 100% of financials tagged with this rule will be allocated to the Phase 3 component.

示例用例

以下是在综合财务管理中使用成本分配的一些潜在应用示例:

  • 组合项目:组成部分可能包括走廊、大堂、便利设施空间和卫生间翻新,作为一个更大项目中的子项目进行跟踪。
  • 分阶段项目:每个阶段都可以标记为一个组成部分,如上例所示。
  • 资金来源:例如,在一个项目中,财务跟踪根据租户或房东是否承担费用而有所不同。
  • 多建筑项目:可能包括含有多幢建筑的项目,例如校园开发。

另请参阅