Build your budget in minutes, not days
Organize chapters, sections and line items in a clear, reusable hierarchy. Start from a familiar structure, duplicate previous budgets and keep quantities, units, prices and owners in one place.
What you'll learn
How build your budget in minutes, not days works inside Perfour.
What information you need and how it stays connected to Budgets.
How to preserve traceability and find the record later.
How to complete budget builder
- 01
Understand the objective
A construction budget is the project's cost structure: it organizes chapters, sections, categories, subcategories and line items with quantities, units and prices. In Perfour, that structure stays alive during execution. This guide focuses on build your budget in minutes, not days.
- 02
Prepare budget builder
Define the budget name, type, currency and structure. For each line item, enter code, description, unit, quantity and unit price; add inputs or a unit price analysis when required.
- 03
Complete the workflow in Perfour
Create or import the budget, review its calculation, submit it and control transitions between draft, under review, approved, rejected and closed. Totals roll up from line items to every parent level. Grid-based creation lets teams add and reorder levels without rebuilding manual formulas.
- 04
Review relationships and traceability
Budget line items can provide context to purchase orders, expenses, certificates, payments, inventory and tasks. This makes planned, committed, actual, certified and paid cost comparable. Before approval, verify codes, units, quantities, prices, taxes and percentages. Use notes, statuses and exports to preserve a defensible version for clients, leadership and finance.
Frequently asked questions
What is budget builder and what is it for?+
A construction budget is the project's cost structure: it organizes chapters, sections, categories, subcategories and line items with quantities, units and prices. In Perfour, that structure stays alive during execution.
What information do I need to build your budget in minutes, not days?+
Define the budget name, type, currency and structure. For each line item, enter code, description, unit, quantity and unit price; add inputs or a unit price analysis when required.
How is this process completed in Perfour?+
Create or import the budget, review its calculation, submit it and control transitions between draft, under review, approved, rejected and closed. Totals roll up from line items to every parent level. Grid-based creation lets teams add and reorder levels without rebuilding manual formulas.
Which other modules does it connect with?+
Budget line items can provide context to purchase orders, expenses, certificates, payments, inventory and tasks. This makes planned, committed, actual, certified and paid cost comparable.
What should I check before considering it complete?+
Before approval, verify codes, units, quantities, prices, taxes and percentages. Use notes, statuses and exports to preserve a defensible version for clients, leadership and finance.