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将变更事件列添加到预算视图（包括营收 ROM）

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目标

将变更事件列添加到预算视图。

背景

如果贵公司选择使用项目变更事件工具，你可以使用以下步骤将一个或多个与变更事件工具关联的数据列添加到项目预算视图中。变更事件数据列包括：

  • 营收 ROM。营收粗略估算的简称。此列显示变更事件的营收 ROM 估算。
  • 成本 ROM。成本粗略估算的简称。此列显示变更事件的成本 ROM 估算。
  • RFQ。报价请求的简称。此列显示 RFQ 金额。
  • NCC。非合约成本的简称。此列显示未包含在合约明细项中的成本值。

需要考虑的事项

先决条件

步骤

第 1 步：选择预算视图

When adding the columns detailed in this article, you have these choices:

After choosing the preferred option for your budget view, add all of the recommended columns using the steps detailed below.  

第 2 步：添加推荐列

接下来，按照下面建议的顺序添加和/或更新以下列：

添加成本 ROM 列

This adds a source column named 'Cost ROM' which shows a ROM estimate for change events. The value that appears in this column on a budget line item is not yet associated with a CCO, an RFQ, or a Non-Commitment Cost. 

Steps from the Configure Columns window in the Company Admin tool… Settings
  1. Click Create Source Column.
  2. Under New Source Column, do the following:
    • Column Name. Enter the name: Cost ROM
    • Column Source. Select Change Events. 
  3. Mark the ROM (Rough Order of Magnitude) checkbox to apply these filters: 
    1. Under Prime PCO, remove all of the marks from these checkboxes. 
    2. Under RFQ or Commitment Cost, mark the Without Cost checkbox only.
       Note
      This ensures that the source column includes only items that do not have associated costs, which excludes amounts from:
      • Request for Quotes (RFQs)
      • 2-tier Commitment Potential Change Orders (Commitment PCOs)
      • 1-tier Commitment Change Orders (CCOs)
    3. Under Non-Commitment Cost, mark the Without Cost checkbox only.
       Note
      This ensures that the source column includes only amounts with commitment costs and excludes Non-Commitment Costs (NCCs). 
    4. Under Scope, mark these checkboxes only:
      • In Scope
      • TBD
    5. Under Change Event Status, mark these boxes only:
      • Open
      • Closed
      • Pending
         Note
        • When filtering the columns data by change event status, any statuses not considered 'Void' are selected by default. 
        • If your company created custom statuses, those will NOT be shown by name. However,  any custom status considered 'Open', 'Closed', and 'Pending' are also selected by default. 
        • To learn more about custom statuses, see Set the Default Change Management Configurations.
  4. Click Create.
 clipboard_e86165c22905ad693eba1df48da411279.png

添加成本 RFQ 列

This adds a source column named 'Cost RFQ' which shows costs associated with RFQs. The value that appears in this column on a budget line item is not yet associated with a CCO or a Non-Commitment Cost. 

Steps from the Configure Columns window in the Company Admin tool… Settings
  1. Click Create Source Column.
  2. Under New Source Column, do the following:
    • Column Name. Enter the name: Cost RFQ
    • Column Source. Select Change Events. 
  3. Mark the RFQ (Request for Quote) checkbox to apply these filters: 
    1. Under Prime PCO, remove all of the marks from these checkboxes. 
    2. Under RFQ or Commitment Cost, mark the Without Cost checkbox only.
       Note
      This ensures that the source column only includes values that do not have costs. This setting excludes amounts from:
      • 2-tier Commitment Potential Change Orders (Commitment PCOs)
      • 3-tier Commitment Potential Change Orders (Commitment PCOs)
      • 1-tier Commitment Change Orders (CCOs)
    3. Under Non-Commitment Cost, mark the Without Cost checkbox only.
       Note
      This ensures that the source column includes only amounts with commitment costs and excludes Non-Commitment Costs (NCCs). 
    4. Under Scope, mark these checkboxes only:
      • In Scope
      • TBD
    5. Under Change Event Status, mark these boxes only:
      • Open
      • Closed
      • Pending
         Note
        • When filtering the columns data by change event status, any statuses not considered 'Void' are selected by default. 
        • If your company created custom statuses, those will NOT be shown by name. However,  any custom status considered 'Open', 'Closed', and 'Pending' are also selected by default. 
        • To learn more about custom statuses, see Set the Default Change Management Configurations.
    6. Under RFQ Status, remove all of the marks from these checkboxes. 
  4. Click Create.
 bv-column-cost-rfq.png

添加非合约成本列

This adds a source column named 'Non-Commitment Cost' column. The value that appears in this column on a budget line item represents a Non-Commitment Cost. 

 Important

If you plan to use the 'Non-Commitment Cost' column in the calculation for the 'Projected Cost' column (or for a 'Forecast' column), it is important to choose one (1) of the following options to ensure the calculation is NOT double-counted when related direct costs impact your budget:

  • Optional: Update the 'Cost RFQ' column to exclude 'Closed' change event statuses. Then instruct users who create relevant direct costs to also change the appropriate change event's status to 'Closed.' This will exclude the Non-Commitment Cost from the column's value. 
    OR
  • Optional: When users create relevant direct costs, instruct your users to delete the 'Non-Commitment Cost' from the appropriate change event. 
    OR
  • Optional: Do NOT create direct costs for the 'Non-Commitment Costs' being tracked in your budget.
Steps from the Configure Columns window in the Company Admin tool… Settings
  1. Click Create Source Column.
  2. Under New Source Column, do the following:
    • Column Name. Enter the name: NCC
    • Column Source. Select Change Events. 
  3. Select the RFQ (Request for Quote) checkbox to apply these filters: 
    1. Under Prime PCO, remove all of the marks from these checkboxes. 
    2. Under Scope, mark these checkboxes only:
      • In Scope
      • TBD
    3. Under Change Event Status, mark these boxes only:
      • Open
      • Closed
      • Pending
         Note
        • When filtering the columns data by change event status, any statuses not considered 'Void' are selected by default. 
        • If your company created custom statuses, those will NOT be shown by name. However,  any custom status considered 'Open', 'Closed', and 'Pending' are also selected by default. 
        • To learn more about custom statuses, see Set the Default Change Management Configurations.
    4. Under Non-Commitment Costs, mark the Without Costs checkbox.  
  4. Click Create.
 bv-column-ncc.png

 

更新待处理成本变更列

The Procore Standard Budget View includes a 'Pending Cost Changes' source column. Use the steps below to update that column.  

Steps from the Configure Columns window in the Company Admin tool… Settings
  1. Under Source, highlight the 'Pending Cost Changes' column.
  2. Click Edit.
  3. Ensure the Column Source is set to Commitments.
  4. Under Subcontracts, mark the Draft checkbox and remove the marks from all other checkboxes.
  5. Under Purchase Order Contracts, mark the Draft checkbox and remove the marks from all other checkboxes.
  6. Under Change Orders, mark the Draft checkbox and remove the marks from all other checkboxes. 
  7. Click Update.
 bv-column-pending-cost-changes.png

更新预计成本列

The Procore Standard Budget View includes a 'Projected Cost ' calculated column. Use the steps below to update that column.  

Steps from the Configure Columns window in the Company Admin tool… Settings
  1. Under Calculated, highlight the 'Projected Costs' column.
  2. Click Edit.
  3. Configure the calculation's drop-down lists as follows:
    • Select the 'Cost ROM' column. 
    • Select the plus (+) sign.
    • Select the 'Cost RFQ' column. 
    • Select the plus (+) sign.
    • Select the 'NCC' column.  
  4. Click Update.
 bv-column-projected-costs.png

 

添加营收 ROM 列

这会添加一个“营收 ROM”列，以显示尚未与 2 层或 3 层主潜在变更通知单 (PCO) 或 1 层主合同变更通知单 (PCCO) 关联的营收 ROM。

公司管理员工具中“配置列”窗口的步骤… 设置
  1. 点击创建源列。
  2. 在新源列下，执行以下操作：
    • 列名。输入名称：营收 ROM
    • 列源。选择变更事件。
  3. 勾选营收 ROM（粗略估算）复选框。
  4. 在金额下，选择以下其中一 (1) 个选项：
    • 可选：基准额
      此选项显示没有从主合同应用的默认利润加成的营收 ROM 金额。
    • 可选：加成
      此选项显示根据营收 ROM 金额计算的从主合同应用的默认利润加成。
    • 推荐：基准额 + 加成
      该选项同时显示营收 ROM 金额以及根据营收 ROM 金额计算的从主合同应用的默认利润加成。这将与变更事件工具显示的内容相匹配。
  5. 在主潜在变更通知单下，勾选不包含价格复选框。
  6. 在范围下，勾选以下复选框：
    • 范围内
    • 范围外
    • 待定
  7. 在变更事件状态下，仅勾选这些方框：
    • 开放
    • 已关闭
    • 待处理
       注意
      • 通过变更事件状态筛选列数据时，默认情况下会选择任何未被视为“无效”的状态。
      • 如果贵公司创建了自定义状态，则不会按名称显示这些状态。但是，默认情况下也会选择任何被视为“未完成”、“已关闭”和“待处理”的自定义状态。
      • 要了解有关自定义状态的更多信息，请参阅设置默认变更管理配置。
  8. 点击创建。
 bv-column-revenue-rom.png

更新待处理预算变更列

Procore 标准预算视图包括“待处理预算变更”源列。修改该列以显示处于“草稿”状态的变更通知单的金额。

公司管理员工具中“配置列”窗口的步骤… 设置
  1. 在来源下，突出显示“待处理预算变更”列。
  2. 点击编辑。
  3. 将列源设置为主。
  4. 勾选变更通知单复选框。
  5. 在状态下，仅勾选草稿复选框。
  6. 点击更新。
 bv-column-pending-budget-changes.png

更新预计预算列

Procore 标准预算视图包括“预计预算”列。使用以下步骤修改该列。

公司管理员工具中“配置列”窗口的步骤… 设置
  1. 在计算列，突出显示“预计预算”列。
  2. 点击编辑。
  3. 按如下所示配置计算的下拉列表：
    • 选择“营收 ROM”列。
    • 选择加号 (+)。
    • 选择“待处理预算变更”列。
  4. 点击更新。
 bv-column-projected-budget.png

 

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.