Trace every line item through the entire job
A budget item is no longer an isolated row. Follow it from its approved value through purchase orders, suppliers, receipts, expenses, progress certificates and payments without losing the origin of each movement.
What you'll learn
How trace every line item through the entire job 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 line-item history
- 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 trace every line item through the entire job.
- 02
Prepare line-item history
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. Each line-item detail exposes the cost source and its operating relationships.
- 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 line-item history 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 trace every line item through the entire job?+
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. Each line-item detail exposes the cost source and its operating relationships.
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.