Bring complete categories into the budget
Select a catalog structure and import it into the budget without rebuilding every item manually.
What you'll learn
How bring complete categories into the budget works inside Perfour.
What information you need and how it stays connected to Catalog.
How to preserve traceability and find the record later.
How to complete budget import
- 01
Understand the objective
Catalog is the reusable library of work categories, inputs and unit price analyses that feeds new budgets. This guide focuses on bring complete categories into the budget.
- 02
Prepare budget import
Define item code, name, type, unit, price and classification. For a unit price analysis, select components, quantities or yields and verify the resulting cost.
- 03
Complete the workflow in Perfour
Organize categories, create inputs or unit price templates, review price and source, and select what is needed when building the budget. Import avoids rebuilding the category in the budget.
- 04
Review relationships and traceability
Organization, Perfour and supplier catalogs provide resources that can be imported into the budget while preserving composition. Avoid duplicate codes, confirm unit and price currency, and review yields before reusing a unit price analysis on a new job.
Frequently asked questions
What is budget import and what is it for?+
Catalog is the reusable library of work categories, inputs and unit price analyses that feeds new budgets.
What information do I need to bring complete categories into the budget?+
Define item code, name, type, unit, price and classification. For a unit price analysis, select components, quantities or yields and verify the resulting cost.
How is this process completed in Perfour?+
Organize categories, create inputs or unit price templates, review price and source, and select what is needed when building the budget. Import avoids rebuilding the category in the budget.
Which other modules does it connect with?+
Organization, Perfour and supplier catalogs provide resources that can be imported into the budget while preserving composition.
What should I check before considering it complete?+
Avoid duplicate codes, confirm unit and price currency, and review yields before reusing a unit price analysis on a new job.