Organize the catalog by work category
Use a category and folder tree to find resources and compositions even as the catalog grows.
What you'll learn
How organize the catalog by work category 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 category tree
- 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 organize the catalog by work category.
- 02
Prepare category tree
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. The category tree organizes large catalogs.
- 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 category tree 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 organize the catalog by work category?+
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. The category tree organizes large catalogs.
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.