Start with the files you already have
Import existing budgets and turn them into structured information without entering everything again. Review the mapping before confirming and retain traceability from day one.
What you'll learn
How start with the files you already have 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 import
- 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 start with the files you already have.
- 02
Prepare budget import
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. Import includes mapping and preview before creating the final structure.
- 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 import 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 start with the files you already have?+
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. Import includes mapping and preview before creating the final structure.
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.