Deliver the right format to every audience
Export an internal PDF with operational detail or a clean client-facing presentation. Choose what to show while maintaining one source of truth, even when the way you communicate it changes.
What you'll learn
How deliver the right format to every audience 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 client and internal exports
- 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 deliver the right format to every audience.
- 02
Prepare client and internal exports
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. Exports can adapt the level of detail for internal use or client presentation.
- 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 client and internal exports 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 deliver the right format to every audience?+
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. Exports can adapt the level of detail for internal use or client presentation.
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.