Buildr’s budgeting tool enables your team to create and collaborate on project budgets. The budgeting tool can be used as early as conceptual estimates all the way to a 100% budget. Utilize the budget module to:
  • Build estimates
  • Collaborate with your team
  • View budget change history
  • Manage value engineering items
  • Track target budgets
  • View variance reports
  • Reference historical budgets in the Cost Model

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Getting Started

To get started on a project budget, navigate to the project and select the Budget tab. Next, you can either start the budget from scratch, or copy the budget from another project. If you select Copy from Another Project , Buildr will automatically pull all budget information (line items, markups, measurements, groups, etc) into your new budget. If you would like to start the budget from scratch, select the option provided. You will be directed to the Main Budget page. The Main Budget refers to the current, active budget. A budget is comprised of the following:
  • Summary: Summary of all costs, markups, measurements, target budget, and division totals
  • Line Items: All budget line items by division
  • Markups: Markup line items
  • Measurements: Gross Square Feet, Net Rentable Square Feet, Units, and additional measurements
Main Budget Pn On the left-hand side of the page, you can navigate to the following:
  • Change Requests: All open, merged, and closed change requests
  • Value Engineering: Track potential budget optimizations and cost-saving opportunities for your project
  • Budget Comparison: Compare your project’s budget over time
  • Milestones: Budget milestones indicate a significant progress point of a budget, such as Design Development or Construction Documents
  • History: Change log of all budget modifications
  • Settings: Enable Cost Types, Sub Jobs, Groups
Main Budget Pn

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Edit Budget

To make edits directly in the budgeting tool, click Edit Budget. Here, you can make edits to Line Items, Markups, or Project Measurements indicated by the headers (see below). Once your edits are made, you will be prompted to leave a message and choose to save your changes directly to the main budget, or submit your changes for approval. Make your selection and click Save.

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Modify Budget View

Buildr enables you to modify, sort, and group your budget view by any variable.

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Columns

To enable or disable columns in your view, click Columns in the sidebar. Columns Pn Next, check the columns you want to include in your view. To reorder columns, click the drag handle on the column of interest and move the item up or down the list. Drag Columns Gi

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Row Groups

Row Groups enable you to group and sort the budget by any variable. You can restructure the budget to visualize your data from every angle. To manage Row Groups, click Columns in the sidebar. Next, choose the category you want to group the budget by, and drag the item into the Row Groups section. For example, if you would like to group the budget by Sub Job, click the Sub Job handle and drag the item into the Row Groups section (see below). Row Grouping Gi Alternatively, you can drag a column directly into the Row Group header at the top of the page. Row Group Header Gi The budget will then be grouped by the selected category, and the total sum will be calculated for each group. You can add additional groupings and reorder them according to your preference.

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Values

The “Total” column will automatically calculate the sum of each group or division. To apply alternative aggregate functions, click Column in the sidebar, and select Sum under the Values section. Here, you can select a summary from the list (avg, max, min, etc.). Values Pn

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Publish Budget

When you are ready to publish your budget, navigate to the main budget summary and select Publish Budget. Once your budget is published, the project’s contract value, profit, and measurements will pull directly from the current budget. To unpublish the budget, simply click Unpublish Budget.

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Export Budget

To export the main budget, navigate to the summary page, and select Export CSV.

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Delete Budget

Navigate to the Settings tab. Click Delete Budget.