The budget dashboard can be displayed in four ways, they can be selected from the button marked with a red circle on the screenshot. In the screenshot, the largest view is displayed, the other views have less information.
There are a total of four different views that cycle by pressing the button (pressing the same button four times will return you to the original view).
To change the appearance of the top of the budget view, press the button: "Change summary view".
The summary view can be either in the form of information blocks or a table, both, or it may not be available at all:
The top summary table shows a summary view of the income/costs of the project and its parts (sub-projects or objects). Table columns can be unhidden and hidden as needed using the button at the end of the table:
Meanings of the columns:
Profit estimate - the difference between the customer's contracted cost and the cost estimate. When entering the budget, the cost estimate is equated with the initial budget.
Actuated profit - The difference between Actuated income and Actuated cost.
Subcontractor budget - Shows the extent to which subcontracts have been signed. The stock in the same box shows the aggregate volume of stocks, the correction shows the aggregate volume of corrections. Both are included in the cost estimate.
Readiness - Shows the financial readiness of the project. If the cost estimate is EUR 100,000 and EUR 10,000 has been incurred, the readiness is 10%.
Initial Budget - Imported initial direct cost/target budget.
Construction budget (with changes) - Imported initial direct cost/target budget with added direct cost/target budget cost of additional work.
Estimate Change - Shows the difference between the Cost Estimate and the Initial Budget. If the number is green, the cost estimate has decreased (profit); if the number is red, the cost estimate has increased (loss).
The bottom table of the budget view, or the budget itself, can be viewed in three ways, views can be selected from the drop-down menu that opens from the button shown in the screenshot below.
Views can always be changed, it does not change the entered data!
Contract-based view - the entire entered budget is displayed under "Unsigned contracts" after entry. From there, the job is successively promoted to the contracts.
View by job codes - the budget is displayed according to the entered structure.
View by job codes and contracts - the budget is displayed by job codes, and under each job code the contracts related to this job code, as well as the volume of unsigned contracts, are displayed.
In the example below, job no. 0111 is related to contract no. 001 “Design works” in the amount of EUR 500, while under the unsigned contracts, another EUR 4900 has not been entered into the contracts.
Selecting budget columns to show/hide
To select columns, click on the button inside the red circle in the screenshot below. To select the appropriate columns, put a checkmark in front of the name (in the blue circle on the screenshot).
Budget columns can be selected personally by each user. The selected view is saved individually for each user.
Sorting budget columns
To sort the columns, it is possible to press the hyphen in the "Sort" column in the column selection view described in the previous screenshot (pressing it repeatedly will return you to the same hyphen, which is the neutral state).
Another option is to right-click on the column header in the budget view and select "Sort":
By clicking on the filter symbol in the header (the last button), it is possible to hide/display the following lines:
Hide shared lines - Hides all lines whose budget is 100% shared.
Show shared lines - Also displays those budget lines with 100% shared budget.
Hide by actuated months - Hides actuated expenses by month and shows only the total actuated amount.
Kuva akteeritud kuude lõikes - Näitab välja tööreale tehtud akteerimised kuude kaupa. Show by actuated months - Shows the payment applications performed on the job line by month.
Hide non-budgeted purchase orders - Hides non-budgeted purchase orders.
Show all purchase orders - Shows all purchase orders.
Contents of budget table columns
Select Lines - Allows you to put a "checkmark" in front of each job code. Using this, it is possible to add jobs to contracts (by pressing "add new contract" after marking) or to make budgetary changes to jobs (by pressing "add new modification job" after marking).
Cost place - Shows the job codes of the budget lines and allows you to change the detail of the budget view based on the level of the job code using the +- signs in the header.
Title - Job title.
Activities - Allows you to open contracts and job codes.
Comment - Allows you to add comments to job codes/contracts.
Labels - Allows you to add labels to job codes/contracts, on the basis of which it is possible to sort out the desired jobs/contracts.
Start of a job - Start of job execution. Determined by entering the contract.
End of a job - End of job execution. Determined by entering the contract.
Duration - Time of job execution in days. Occurs after entering the contract, when the start and end of the job are specified.
Payment term - Payment term for a job. Determined when entering the contract.
Initial unit - The unit of work for the initial budget.
Initial volume - The volume of work in the initial budget.
Initial unit price - The unit cost of the initial budget job.
Preliminary budget - Preliminary direct labor cost/target budget.
Initial Customer Agreement - The cost of the initial Customer Agreement (sale price). The cost can only be seen if the budget has been imported in such a way that the cost of the Customer's contract, i.e. the sales price, is shown in each line of work. If this has not been done, then the given line is EUR 0.
Actual Unit - The actual budgeted unit of work.
Actual Quantity - The actual amount of budgeted work.
Actual Unit Cost - The actual budgeted unit cost of work.
Construction budget (with changes) - Initial budget + additional works, i.e. it shows the budget of the given line of work with added additional works.
Customer's contract (with changes) - Initial Customer's contract + Customer's additional works, i.e. shows the cost of the Customer's contract together with the added cost of the Customer's additional works (Selling prices!).
Additional work budget - Direct cost/target budget of additional work included in the budget.
Customer's additional work - Payment received from the customer for additional work (Selling price, not direct cost/target budget).
Subcontractor- The name of the subcontractor who performs the work.
Unit price of subcontract - The cost of the unit price according to the subcontracting line of work.
Subcontractor budget - The cost according to the subcontracting line of work.
Subcontractor additional work - The cost of the additional work of the line of work, which is paid to the Subcontractor in addition to the contractual or "Subcontract budget" cost.
Total subcontractor budget - "subcontractor budget" + "subcontractor additional work".
Deductions - Deductions from subcontractor's contracted work (for example, material purchased for subcontractor).
Reserve - Reserve cost of works. The amount entered in the box is added to the cost estimate. If the cost becomes actual and its amount is known, this cost is described either in the payment application or in the correction cell and the reserve is nulled.
Correction - Cell used to change the cost estimate if no payment application is applied. The cost estimate changes by the amount entered in the box. A comment is required with each change. In the comment, describe the reason for the change in the cost estimate.
Cost estimate- After entering the budget, the cost estimate is equal to the direct cost/target budget. When a contract is signed for the work, the cost estimate cell is equal to the amount in the "subcontractor budget" cell. It is possible to change the cost estimate with the "reserve" and "correction" cells, or write the desired amount directly in the cost estimate cell (in this case, the cost by which the cost estimate changed will appear in the correction cell).
Previous cost estimate - The previous cost estimate shows the cost estimate before the last change.
Estimate change from last month - Cost estimate change compared to last month. If the cost in a line of work is changed in August, the comparison is made with July.
Change in estimate - A change in the cost estimate compared to the original budget. If the number is red, the cost estimate exceeds the initial budget by this amount (a loss is earned). If the number is green, the cost estimate is lower than the initial budget by this number (a profit is earned).
Degree of completion, % - It is possible to set the general degree of completion of the work section manually.
Completion by volume - It is possible to manually determine the degree of completion of the work section by volume.
Completion by money - Calculates the financial readiness by multiplying "Degree of Readiness, %" by the cost of the cost estimate. In other words, if the work costs EUR 100,000 and the "Degree of completion, %" is set to 80%, then the completion of the work in money is EUR 80,000.
Completion % (calculated) - Calculates the actuated cost/cost estimate of the work section's readiness. In other words, if the work costs EUR 100,000 and the actuated costs are EUR 10,000, the readiness is 10%.
Previously actuated cost - Shows how much costs have been applied to this line of work in previous months (the current month is excluded).
Previously activated quantity - Shows how much has been quantitatively transferred to this line of work in previous months (the current month is excluded).
Actuated quantity in the current month - Shows how much has been transferred to this line of work in quantity in the current month.
Actuated costs in the current month - Shows how many costs have been applied to this line of work in the current month.
Actuated costs - Shows the amount of costs that have been applied to this line. When the costs are on, the number turns blue and can be opened with a mouse click. All costs entered on this line will be visible. By clicking on the invoice number in the list of expenses, the invoice will be visible. Only if the invoices are confirmed in the Bauwise environment. Otherwise, only financial entries are visible and cannot be opened.
Actuated in quantity - Shows how much in quantity line of work has been actuated.
Actuated non-contract costs - If costs are allowed to be transferred under "unsigned contracts", this line shows how much contract costs have been applied to this line of work.
Non-actuated cost balance - Executes the "cost estimate" - "actuated costs" operation, i.e. shows how much it is possible to transfer costs to this line without exceeding the cost estimate.
Construction budget (with changes)- Cost estimate - The construction budget (with changes) of the work is performed - the cost estimate, i.e. the financial result of this line of work against the construction budget (with changes) is visible.
Preliminary budget - Cost estimate - The preliminary budget of the work is performed - the cost estimate, i.e. the financial result of this line of work against the preliminary budget is visible.
Gross m2 price - If the gross m2 volume of the project is defined, this cell shows the cost of the work line per gross m2.
Net m2 price - If the net m2 volume of the project is defined, this cell shows the cost of the work line per net m2.
Adding an object or subproject to the project
To add a new object or part (subproject) to the project, click on the pencil-shaped button "Add subproject" next to the object name tab:
From the "Add new subproject" button, you can add a new subproject to which you can later import a new budget:
In the table of sub-projects, you can change the name, number, type of the created object and change the order of sub-projects (by dragging a line from the "hamburger" in front of the name). However, the object can also be locked against modification and deleted.
Sub-projects are used, for example, if a larger object with several buildings is built and then each building can have its own budget.
Opening contracts and job codes
By clicking on the green folder (green circle on the screenshot) in the "activities" column, the subcontract view opens.
Clicking on the white folder (blue circles around it in the screenshot) in the "activities" column opens a work code-based view.
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