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Agregar columnas de monto estimado de costo, cotización y fuente de costo sin contrato a una vista de presupuesto

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Objetivo

Para agregar un Monto estimado de costo (Estimación), RFQ (solicitud de cotización) y columnas NCC (costo sin contrato) como columnas de origen en la vista de presupuesto.

Fondo

Si su compañía ha optado por utilizar la herramienta Eventos extraordinarios en un proyecto, puede seguir los pasos a continuación para agregar una o más de las columnas de datos asociadas con la herramienta Eventos extraordinarios a la vista de presupuesto de su proyecto. 

Las columnas de datos de Eventos extraordinarios incluyen:

  • Coste ROM. Abreviatura de Cost Rough Order of Magnitude. Esta columna muestra la estimación de ROM de costo para un evento extraordinario. 
  • RFQ. Abreviatura de Solicitud de cotización. Esta columna muestra el número de cotización.
  • NCC. Abreviatura de costo sin contrato. Esta columna muestra el valor de un costo que NO se incluye como partida en una orden de compra o contrato.
     Nota
    Si también desea incluir la columna 'Monto estimado de los ingresos' en una vista de presupuesto, consulte Agregar las columnas de eventos extraordinarios a una vista de presupuesto.

Aspectos a tener en cuenta

Requisitos previos

Pasos

Paso 1: elija una vista de presupuesto

Al agregar las columnas detalladas en este artículo, tiene estas opciones:

Después de elegir la opción preferida para su vista de presupuesto, agregue todas las columnas recomendadas siguiendo los pasos que se detallan a continuación.

Paso 2: agregue las columnas recomendadas

  1. Agregar columna de monto estimado de costo
  2. Agregar una columna de cotización de costo
  3. Agregar una columna de Costo sin contrato
  4. Actualizar columna de cambios de costos pendientes
  5. Actualizar la columna Costos del proyecto

Agregar una columna de monto estimado de costo

This adds a source column named 'Cost ROM' which shows a ROM estimate for change events. The value that appears in this column on a budget line item is not yet associated with a CCO, an RFQ, or a Non-Commitment Cost. 

Steps from the Configure Columns window in the Company Admin tool… Settings
  1. Click Create Source Column.
  2. Under New Source Column, do the following:
    • Column Name. Enter the name: Cost ROM
    • Column Source. Select Change Events. 
  3. Mark the ROM (Rough Order of Magnitude) checkbox to apply these filters: 
    1. Under Prime PCO, remove all of the marks from these checkboxes. 
    2. Under RFQ or Commitment Cost, mark the Without Cost checkbox only.
       Note
      This ensures that the source column includes only items that do not have associated costs, which excludes amounts from:
      • Request for Quotes (RFQs)
      • 2-tier Commitment Potential Change Orders (Commitment PCOs)
      • 1-tier Commitment Change Orders (CCOs)
    3. Under Non-Commitment Cost, mark the Without Cost checkbox only.
       Note
      This ensures that the source column includes only amounts with commitment costs and excludes Non-Commitment Costs (NCCs). 
    4. Under Scope, mark these checkboxes only:
      • In Scope
      • TBD
    5. Under Change Event Status, mark these boxes only:
      • Open
      • Closed
      • Pending
         Note
        • When filtering the columns data by change event status, any statuses not considered 'Void' are selected by default. 
        • If your company created custom statuses, those will NOT be shown by name. However,  any custom status considered 'Open', 'Closed', and 'Pending' are also selected by default. 
        • To learn more about custom statuses, see Set the Default Change Management Configurations.
  4. Click Create.
 clipboard_e86165c22905ad693eba1df48da411279.png

Agregar una columna de cotización de costo

This adds a source column named 'Cost RFQ' which shows costs associated with RFQs. The value that appears in this column on a budget line item is not yet associated with a CCO or a Non-Commitment Cost. 

Steps from the Configure Columns window in the Company Admin tool… Settings
  1. Click Create Source Column.
  2. Under New Source Column, do the following:
    • Column Name. Enter the name: Cost RFQ
    • Column Source. Select Change Events. 
  3. Mark the RFQ (Request for Quote) checkbox to apply these filters: 
    1. Under Prime PCO, remove all of the marks from these checkboxes. 
    2. Under RFQ or Commitment Cost, mark the Without Cost checkbox only.
       Note
      This ensures that the source column only includes values that do not have costs. This setting excludes amounts from:
      • 2-tier Commitment Potential Change Orders (Commitment PCOs)
      • 3-tier Commitment Potential Change Orders (Commitment PCOs)
      • 1-tier Commitment Change Orders (CCOs)
    3. Under Non-Commitment Cost, mark the Without Cost checkbox only.
       Note
      This ensures that the source column includes only amounts with commitment costs and excludes Non-Commitment Costs (NCCs). 
    4. Under Scope, mark these checkboxes only:
      • In Scope
      • TBD
    5. Under Change Event Status, mark these boxes only:
      • Open
      • Closed
      • Pending
         Note
        • When filtering the columns data by change event status, any statuses not considered 'Void' are selected by default. 
        • If your company created custom statuses, those will NOT be shown by name. However,  any custom status considered 'Open', 'Closed', and 'Pending' are also selected by default. 
        • To learn more about custom statuses, see Set the Default Change Management Configurations.
    6. Under RFQ Status, remove all of the marks from these checkboxes. 
  4. Click Create.
 bv-column-cost-rfq.png

Agregar una columna de costos no perteneciente al contrato

This adds a source column named 'Non-Commitment Cost' column. The value that appears in this column on a budget line item represents a Non-Commitment Cost. 

 Important

If you plan to use the 'Non-Commitment Cost' column in the calculation for the 'Projected Cost' column (or for a 'Forecast' column), it is important to choose one (1) of the following options to ensure the calculation is NOT double-counted when related direct costs impact your budget:

  • Optional: Update the 'Cost RFQ' column to exclude 'Closed' change event statuses. Then instruct users who create relevant direct costs to also change the appropriate change event's status to 'Closed.' This will exclude the Non-Commitment Cost from the column's value. 
    OR
  • Optional: When users create relevant direct costs, instruct your users to delete the 'Non-Commitment Cost' from the appropriate change event. 
    OR
  • Optional: Do NOT create direct costs for the 'Non-Commitment Costs' being tracked in your budget.
Steps from the Configure Columns window in the Company Admin tool… Settings
  1. Click Create Source Column.
  2. Under New Source Column, do the following:
    • Column Name. Enter the name: NCC
    • Column Source. Select Change Events. 
  3. Select the RFQ (Request for Quote) checkbox to apply these filters: 
    1. Under Prime PCO, remove all of the marks from these checkboxes. 
    2. Under Scope, mark these checkboxes only:
      • In Scope
      • TBD
    3. Under Change Event Status, mark these boxes only:
      • Open
      • Closed
      • Pending
         Note
        • When filtering the columns data by change event status, any statuses not considered 'Void' are selected by default. 
        • If your company created custom statuses, those will NOT be shown by name. However,  any custom status considered 'Open', 'Closed', and 'Pending' are also selected by default. 
        • To learn more about custom statuses, see Set the Default Change Management Configurations.
    4. Under Non-Commitment Costs, mark the Without Costs checkbox.  
  4. Click Create.
 bv-column-ncc.png

Actualizar la columna de cambios de costos pendientes

The Procore Standard Budget View includes a 'Pending Cost Changes' source column. Use the steps below to update that column.  

Steps from the Configure Columns window in the Company Admin tool… Settings
  1. Under Source, highlight the 'Pending Cost Changes' column.
  2. Click Edit.
  3. Ensure the Column Source is set to Commitments.
  4. Under Subcontracts, mark the Draft checkbox and remove the marks from all other checkboxes.
  5. Under Purchase Order Contracts, mark the Draft checkbox and remove the marks from all other checkboxes.
  6. Under Change Orders, mark the Draft checkbox and remove the marks from all other checkboxes. 
  7. Click Update.
 bv-column-pending-cost-changes.png

Actualizar la columna de costos proyectados

The Procore Standard Budget View includes a 'Projected Cost ' calculated column. Use the steps below to update that column.  

Steps from the Configure Columns window in the Company Admin tool… Settings
  1. Under Calculated, highlight the 'Projected Costs' column.
  2. Click Edit.
  3. Configure the calculation's drop-down lists as follows:
    • Select the 'Cost ROM' column. 
    • Select the plus (+) sign.
    • Select the 'Cost RFQ' column. 
    • Select the plus (+) sign.
    • Select the 'NCC' column.  
  4. Click Update.
 bv-column-projected-costs.png

 

If you would like to learn more about Procore's change events management software and how it can help your business, please visit our construction change order product page icon-external-link.png.