Connect the budget to the full financial operation
Compare planned, committed, actual, certified and paid amounts. Links to purchasing, expenses and collections turn the budget into the job's live financial backbone—not a day-one snapshot.
What you'll learn
How connect the budget to the full financial operation 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 versus actual
- 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 connect the budget to the full financial operation.
- 02
Prepare budget versus actual
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. The financial overview reads the budget alongside commitments and actual costs.
- 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 versus actual 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 connect the budget to the full financial operation?+
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. The financial overview reads the budget alongside commitments and actual costs.
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.