从变更事件创建预算变更

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Procore

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 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.

目标

从变更事件工具创建预算变更。

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?

需要考虑的事项

  • 所需用户权限：
    • 项目预算工具的“标准”或更高级别权限。
    • 项目变更事件工具的“管理员”级别权限。
  • 其他信息：
    • 建议公司制定处理 Procore 环境中预算变更的政策。
  • 限制：
  • 对于使用的公司icon-erp-synced2.png ERP集成工具:显示/隐藏 
    • 只有“已获批”的预算变更才能发送到 Procore + ERP 集成。
    • 如果预算变更尚未同步，则可以使用 Procore + ERP 集成中对其进行检索。
    • 与集成 ERP 系统同步后，就无法编辑或删除预算变更。

步骤

  1. 导航到项目的变更事件工具。
  2. 找到要与预算变更相关联的变更事件明细项。
  3. 点击要包含在预算变更中的每一行旁边的复选框。
  4. 点击变更事件列表顶部的添加。
    clipboard_e44a5b79e84933c43066d661577922e21.png
  5. 选择预算变更。
  6. 选择“新建预算变更”或选择现有预算变更以与明细项相关联。
 提示
有关创建预算变更的更深入说明，请参阅创建预算变更。

另请参阅

 

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.