什么是 Procore 的标准预算视图？
答案
在 Procore 中，预算视图是预算数据的可视化布局。使用公司管理员工具中的 Procore 预算视图功能（请参阅设置新的预算视图），你可以创建建设工程项目预算的自定义视图。你还可以使用默认提供的默认预算视图模板之一。
Procore 标准预算视图
All Procore company accounts include the 'Procore Standard Budget' view, which is the default view that is available for use with the project's Budget tool. This view can also be customized as described in Set up a New Budget View.
Example
Procore Standard Budget View
The illustration below shows you the default layout for the 'Procore Standard Budget' view, as it looks when assigned to a project's Budget tool.
Default Columns
The following table details the default column and layout of the 'Procore Standard Budget' view.
| Column Name | Column Type | Column Format | Description |
|---|---|---|---|
| Description | Standard | n/a | Shows the project's budget code and budget code description. Depending on your budget code, this shows the division, cost code, and cost type associated with the budget line item. If sub jobs are enabled in Procore (see Enable Sub Jobs on Projects for WBS), this column shows the name of the sub job associated with the budget line item. |
| Original Budget Amount | Standard | Currency | Shows the original budget amount for the budget line item. |
| Approved COs | Source | n/a | This visible column shows the commitment change orders in the Approved status by default. It also provides advanced options that permit you to include/exclude change orders in other statuses and Prime Contract. This column is also used to calculate the 'Forecast to Complete' value in the budget line item. |
| Revised Budget | Calculated | Currency | This visible column shows the total amount of any Budget Modifications + Approved COs. This column is also used to calculate the 'Forecast to Complete' value in the budget line item. |
| Pending Budget Changes | Source | Currency | This visible column shows the amounts from pending prime contract change orders in the Pending - statuses for the budget line item. |
| Projected Budget | Calculated | Currency | This visible column Calculates the value of the Revised Budget + Pending Budget Changes values. It also includes a subtotals and grandtotals. |
| Committed Costs 2 | Source | Currency | This visible column shows the commitment costs for subcontracts in the Approved and Complete statuses, purchase orders in the Approved status, and change orders in the Approved status. It also provides advanced options that permit you to include/exclude other status options for commitments and change orders. |
| Direct Costs | Source | Currency | This visible column shows direct costs in the Pending, Revise and Resubmit, and Approved status. |
| Job to Date Costs | Calculated | Currency | This visible column shows Direct Costs + Subcontractor Invoices. |
| Pending Cost Changes 1 | Source | Currency | This visible column shows subcontracts in the Out for Signature status, purchase order contracts in the Processing, Submitted, Partially Received, and Received Status, and change orders in the Pending - statuses. |
| Projected Costs 1 | Calculated | Currency | This visible column shows Committed Costs + Direct Costs + Pending Cost Changes.This column is also used to calculate the 'Forecast to Complete' value in the budget line item. |
| Forecast to Complete | Standard | Currency | This visible column is an automatic calculation of the Projected Budget - Project Costs. |
| Estimated Cost at Completion | Calculated | Currency | This visible column calculates the Projected Costs + Forecast to Complete. |
| Projected Over/Under | Calculated | Currency | This visible column calculates the Projected Budget - Estimated Cost at Completion. |
| Budget ROM | Source | Currency | Shows the budget's Rough Order of Magnitude (ROM) value. |
| Budget Changes 1 | Standard | Currency | Shows the amount of a budget change for the budget line item. |
| Revised Budget (+Changes) | Calculated | Currency | Calculates a value for the Original Budget Amount + Budget Changes. |
| Projected Cost Budget | Calculated | Currency | Calculates a value of the Original Budget Amount + Budget ROM + Budget Changes. |
1 The Budget Changes column requires users to migrate their data to the new Budget Changes feature. See Migrating to Budget Changes from Budget Modifications.
2 This column reflects contract values from Procore's Commitments tool. However, the commitment must be set to a specific status. To learn more, see What are the default commitment statuses in Procore?
Procore 标准预算（自定义报告视图）
默认情况下，“Procore 标准预算（自定义报告视图）”中的列与“Procore 标准预算”视图中的列完全匹配。你可以使用此视图创建自定义预算视图，以用作使用公司和项目级别报告工具生成自定义报告的来源。要了解如何为自定义报告设置预算视图，请参阅为自定义报告设置预算视图。
示例
Procore 标准预算（自定义报告视图）
下图显示了分配给项目的预算工具时，“Procore 标准预算（自定义报告视图）”的默认布局。
默认列
下表详细说明了“Procore 标准预算（自定义报告视图）”的默认列和布局。
| 列名称 | 列类型 | 列格式 | 描述 |
|---|---|---|---|
| 子作业 | 标准 | 不适用 | 如果在 Procore 中启用了子作业，此列显示与预算明细项关联的子作业的名称。 |
| 分部 | 标准 | 不适用 | 显示与预算明细项关联的分部。 |
| 成本编号 | 标准 | 不适用 | 显示与预算明细项关联的成本编号。 |
| 成本类型 | 标准 | 不适用 | 显示与预算明细项关联的成本类型。 |
| 初始预算金额 | 标准 | 货币 | 显示预算明细项的初始预算金额。 |
| 预算修改 | 标准 | 货币 | 显示预算明细项的预算修改金额。 |
| 获批变更通知单 | 源 | 不适用 | 默认显示处于已获批状态的主合同变更通知单。 它还提供高级选项，允许你包括/排除处于其他状态和主合同的变更通知单。 此列还用于计算预算明细项中的“完工预测”值。 |
| 修订后的预算 | 计算 | 货币 | 显示任何预算修改 + 获批变更通知单的总金额。此列还用于计算预算明细项中的“完工预测”值。 |
| 待处理预算 | 源 | 货币 | 显示预算明细项中处于待处理状态的所有预算变更。 |
| 合约成本 | 源 | 货币 | 显示已获批和完成状态的分包合同、已获批状态的采购订单以及已获批状态的变更通知单的合约成本。它还提供高级选项，允许你包括/排除合约和变更通知单的其他状态选项。 |
| 直接成本 | 源 | 货币 | 显示处于待处理、修订并重新提交和已获批状态的直接成本。 |
| 开工至今成本 | 计算 | 货币 | 显示直接成本 + 分包商发票。 |
| 待处理成本变更 | 源 | 货币 | 显示处于等待签名状态的分包合同，处于正在处理、已提交、已部分收到和已收到状态的采购订单合同，以及处于待处理状态的变更通知单。 |
| 预计成本 | 计算 | 货币 | 显示合约成本 + 直接成本 + 待处理成本变更。此列还用于计算预算明细项中的“完工预测”值。 |
| 完工预测 | 标准 | 货币 | 显示预计预算 - 项目成本的自动计算。 |
| 预估完工成本 | 计算 | 货币 | 计算预计成本 + 完工预测。 |
| 预计超支/结余 | 计算 | 货币 | 计算预计预算 - 预估完工成本。 |
空白预算视图
空白预算视图提供一组基本的预算列来管理简单的预算。
示例
空白预算视图
下图显示了分配给项目的预算工具时，“空白预算视图”的默认布局。
默认列
下表详细说明了“空白预算视图”的默认列和布局。
| 列名称 | 列类型 | 列格式 | 描述 |
|---|---|---|---|
| 子作业 | 标准 | 不适用 | 如果在 Procore 中启用了子作业（请参阅在 WBS 的项目上启用子作业），此列显示与预算明细项关联的子作业的名称。 |
| 分部 | 标准 | 不适用 | 显示与预算明细项关联的分部。 |
| 成本编号 | 标准 | 不适用 | 显示与预算明细项关联的成本编号。 |
| 成本类型 | 标准 | 不适用 | 显示与预算明细项关联的成本类型。 |
| 预算单位数量 | 标准 | 不适用 | 显示预算明细项的单位数量。 |
| 预算计量单位 | 标准 | 不适用 | 显示预算明细项的计量单位 |
| 预算单位成本 | 标准 | 不适用 | 显示预算明细项的单位成本。 |
| 初始预算金额 | 标准 | 不适用 | 显示预算明细项的初始预算金额。 |
| 预算修改 | 标准 | 不适用 | 显示预算明细项的预算修改金额。 |
（多级别）Procore 标准预算视图
此预算视图为用户提供多级成本编号结构。也可以按照设置新的预算视图中的说明自定义此视图。
示例
（多级别）Procore 标准预算视图
下图显示了分配给项目的预算工具时，“（多级别）Procore 标准预算视图”的默认布局。当按子作业和成本类型分组时，还可显示你的预算。
默认列
下表详细说明了“（多级别）Procore 标准预算视图”的默认列和布局。
| 列名称 | 列类型 | 列格式 | 描述 |
|---|---|---|---|
| 1 级成本编号 | 标准 | 不适用 | 此列显示与预算明细项关联的多级别成本编号的第一级。 |
| 2 级成本编号 | 标准 | 不适用 | 此列显示与预算明细项关联的多级别成本编号的第二级。 |
| 3 级成本编号 | 标准 | 不适用 | 此列显示与预算明细项关联的多级别成本编号的第三级。 |
| 4 级成本编号 | 标准 | 不适用 | 此列显示与预算明细项关联的多级别成本编号的第四级。 |
| 5 级成本编号 | 标准 | 不适用 | 此列显示与预算明细项关联的多级别成本编号的第五级。 |
| 成本类型 | 标准 | 不适用 | 此可见列显示与预算明细项关联的成本类型。 |
| 预算单位数量 | 标准 | 不适用 | 显示预算明细项的单位数量。 |
| 预算计量单位 | 标准 | 不适用 | 显示预算明细项的计量单位 |
| 预算单位成本 | 标准 | 不适用 | 显示预算明细项的单位成本。 |
| 初始预算金额 | 标准 | 不适用 | 显示预算明细项的初始预算金额。 |
| 预算修改 | 标准 | 不适用 | 显示预算明细项的预算修改金额。 |
| 项目 | 标准 | 不适用 | 显示项目名称。 |
| 子作业 | 标准 | 不适用 | 如果在 Procore 中启用了子作业，此列显示与预算明细项关联的子作业的名称。 |
| 完工预测 | 标准 | 不适用 | 显示预计预算 - 项目成本的自动计算。 |
未编制预算的来源视图
所有 Procore 公司账户都包含“未编制预算的来源视图”。此视图通过显示合同、变更通知单、直接成本和变更事件来帮助你识别项目中未编制预算的项。也可以按照设置新的预算视图中的说明自定义此视图。
示例
未编制预算的来源视图
下图显示了分配到项目的预算工具时，“未编制预算的来源视图”的默认布局。还显示按子作业和分部分组的预算。
默认列
下表详细说明了“未编制预算的来源视图”的默认列和布局。
| 列名称 | 列类型 | 列格式 | 描述 |
|---|---|---|---|
| 子作业 | 标准 | 不适用 | 如果在 Procore 中启用了子作业，此列显示与预算明细项关联的子作业的名称。 |
| 分部 | 标准 | 不适用 | 显示与预算明细项关联的分部。 |
| 成本编号 | 标准 | 不适用 | 显示与预算明细项关联的成本编号。 |
| 成本类型 | 标准 | 不适用 | 显示与预算明细项关联的成本类型。 |
| 预算单位数量 | 标准 | 不适用 | 显示预算明细项的单位数量。 |
| 预算计量单位 | 标准 | 不适用 | 显示预算明细项的计量单位 |
| 预算单位成本 | 标准 | 不适用 | 显示预算明细项的单位成本。 |
| 初始预算金额 | 标准 | 货币 | 此可见列显示预算明细项的初始预算金额。 |
| 预算修改 | 标准 | 货币 | 此可见列显示预算明细项的预算修改金额。 |
| 项目 | 标准 | 不适用 | 此隐藏列提供项目信息。 |
| 主 | 源 | 货币 | 此可见列显示与预算明细项关联的主合同和主合同变更通知单。 |
| 所有直接成本 | 源 | 货币 | 此可见列显示与预算明细项相关的所有直接成本。 |
| 合约 | 源 | 货币 | 此可见列显示与预算明细项关联的采购订单和分包商。 |
| 变更事件粗略估算 | 源 | 货币 | 此可见列显示与预算明细项关联的任何变更事件的粗略估算 (ROM) 值。 |
Procore 人工生产力成本视图
The 'Procore Labor Productivity Cost' budget view provides project teams with the ability to include production quantities on the project's budget. See What are 'production quantities'? Building off the Real-Time Labor Costing feature, the 'Procore Labor Productivity Cost' budget view is designed to provide self-performing and specialty contractors with the ability to gain greater insight into your project's production rates to make better decisions that maximize profit margins. With this release, you can:
- Add and import production units to a project's budget in Procore's Financial Management tools: Budget, Change Events, and Change Orders.
- Collect production units from field personnel with Timecard Entries in the Daily Log and both the Timecards and Timesheets tools.
- Track and compare budgeted production units to installed production units using Procore's Budget and Reports tools.
By default, Procore provides its users with a standard 'Procore Labor Productivity Cost' budget view, which is available to your company's Procore Administrator in the Company level Admin tool.
Example
Procore Labor Productivity Cost Budget View in the Budget Tool
The illustration below shows you the recommended layout for the 'Procore Labor Productivity Cost' budget view, as it will look when applied to your project's Budget tool.
Default Columns
The following table details the default columns provided with the 'Procore Labor Productivity Cost' budget view. In the Description column, the following symbols represent the operator for a calculation:
- add (+)
- subtract (-)
- multiply (*)
- divide (/)
| Column Name | Column Type | Column Format | Column Description | Column Configuration |
|---|---|---|---|---|
| Revised Budget | Calculated | Currency | Shows the Original Budget amount, plus the Budget Change amount, plus the Approved COs amount. | Original Budget Add (+) Budget Changes Add (+) Approved COs |
| Direct Costs | Source | Currency | Shows the Direct Costs amount. | Source Category: Direct Costs Source: Direct Costs Source Filtering: Status = Pending, Revise and Resubmit, Approved |
| Direct Costs Unit Cost | Source | Number | Shows the actual cost per unit for direct costs. | Direct Costs Divide (/) Direct Costs Unit Qty |
| % Budget Complete | Calculated | Percent | Shows how much of the current budget amount for the budget line item is estimated to be used based on the real-time labor hours and actual labor cost. | Estimated Cost w/ Timesheet Hours Divide (/) Revised Budget |
| Projected Labor Cost at Completion | Calculated | Currency | Shows the projected labor cost at completion for the budget line item. | Projected Hours at Completion Multiply (*) Direct Costs Unit Cost |
| Projected Labor Cost Over/Under | Calculated | Current | Shows the Revised Budget minus the Projected Labor Cost at Completion. | Revised Budget Subtract (-) Project Labor Cost at Completion |
| Revised Budgeted Unit Qty | Calculated | Number | Shows the Budget Production Qty plus the Approved COs Production Qty. | Budget Unit Qty Add (+) Approved CO Units |
| Budget UOM | Standard | n/a | Shows the Unit of Measure (UOM) for the budget line item. | n/a |
| Timesheet Hours 1 | Source | Number | Shows all Timecard Entry Hours. You can optionally apply Status filters to narrow the data in the view. | Source Category: Timecard Entry Hours Source: Timecard Entry Hours Filtering: None |
| % Hours Used | Calculated | Percent | Shows how much of the current budget unit qty (labor hours) have been used based on time submitted in Procore. | Timesheet Hours Divide (/) Revised Budget Unit Qty |
| Earned Hours | Calculated | Number | Shows the number of labor hours earned (merited) based on the work produced to date for that cost code. |
Revised Budget Unit Quantity |
| Projected Hours at Completion | Calculated | Number | Shows the estimated labor hours needed to complete production for the cost code based on the work produced to date. | Timesheet Hours Divide (/) % Complete Production |
| % Complete Production | Calculated | Percent | Shows the percentage of the production quantity has been installed to date of the current budgeted production quantity for the cost code. | Actual Qty Installed Divide (/) Revised Budgeted Production Qty |
| Production UOM | Source | n/a | Shows the UOM for the budgeted production quantity (i.e., for the cost code on the line item). | Source Category: Production UOM Source: Budgeted Production UOM Source Filtering: n/a |
| Revised Budgeted Production Rate | Calculated | Number | Shows the actual budgeted production rate based on labor hours and installed quantities to date. | Revised Budgeted Production Qty Divide (/) Revised Budget Unit Qty |
| Actual Production Rate | Calculated | Number | Shows the actual budgeted production rate based on labor hours and installed quantities to date. | Actual Qty Installed Divide (/) Timesheet Hours |
| Variance Production Rate | Calculated | Number | Shows the difference between the current budgeted production rate and the actual production rate. A positive number indicates you are performing faster than expected. A negative number indicates you are performing slower than expected. | Actual Production Rate Subtract (-) Revised Budgeted Production Rate |
1 The 'Labor Productivity Cost' budget view is only available to customers using Procore's Resource Tracking tools. However, the 'Timesheet Hours' column can be added to other budget views. To learn how to add the column, see Can we import our third-party timecard entries to work with the 'Timesheet Hours' column in Procore's Budget tool?
另请参阅
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