Ajouter les colonnes d’événements de changement à une vue du budget (y compris l’ODG approximatif des revenus)

Fond

Si votre entreprise a choisi d’utiliser l’outil Événements de changement sur un projet, vous pouvez utiliser les étapes ci-dessous pour ajouter une ou plusieurs colonnes de données associées à l’outil Événements de changement à la vue du budget de votre projet. Les colonnes de données des événements de changement sont les suivantes :

  • ODG approximatif des revenus. Abréviation d’ordre de grandeur approximatif des revenus. Cette colonne affiche l’estimation de l’ODG approximatif des revenus pour l’événement de changement.

  • ODG approximatif du coût. Abréviation d’ordre de grandeur approximatif du coût. Cette colonne affiche l’estimation de l’ODG approximatif du coût pour l’événement de changement.

  • Appel d’offres. Abréviation de demande de devis. Cette colonne affiche le montant de la DDD.

  • CCN. Abréviation de Coût de non-engagement. Cette colonne indique la valeur d’un coût qui n’est PAS inclus dans un poste d’engagement.

Éléments à prendre en compte

Conditions préalables

Escalier

  • Étape 1 : choisir une vue du budget

  • Étape 2 : ajouter les colonnes recommandées

Étape 1 : choisir une vue du budget

When adding the columns detailed in this article, you have these choices:

After choosing the preferred option for your budget view, add all of the recommended columns using the steps detailed below.

Étape 2 : ajouter les colonnes recommandées

Ensuite, ajoutez et/ou mettez à jour les colonnes suivantes dans l’ordre recommandé ci-dessous :

  • Ajouter une colonne ODG approximatif des coûts

  • Ajouter une colonne DDD de coût

  • Ajouter une colonne Coût de non-engagement

  • Mettre à jour la colonne Changements de coûts en attente

  • Mettre à jour la colonne Coûts prévus

  • Ajouter une colonne ODG approximatif des revenus

  • Mettre à jour la colonne Changements budgétaires en attente

  • Mettre à jour la colonne Budget prévisionnel

Ajouter une colonne ODG approximatif des coûts

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

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:

    • Under Prime PCO, remove all of the marks from these checkboxes.

    • 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)

    • 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).

    • Under Scope, mark these checkboxes only:

      • In Scope

      • TBD

    • 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.

add-cost-rom-column-budget

Ajouter une colonne de DDD de coût

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 or a .

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:

    • Under Prime PCO, remove all of the marks from these checkboxes.

    • 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)

    • 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).

    • Under Scope, mark these checkboxes only:

      • In Scope

      • TBD

    • 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.

    • Under RFQ Status, remove all of the marks from these checkboxes.

  4. Click Create.

bv-column-cost-rfq.png

Ajouter une colonne de coût de non-engagement

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

 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:

    • Under Prime PCO, remove all of the marks from these checkboxes.

    • Under Scope, mark these checkboxes only:

      • In Scope

      • TBD

    • 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.

    • Under Non-Commitment Costs, mark the Without Costs checkbox.

  4. Click Create.

bv-column-ncc.png

Mettre à jour la colonne Changements des coûts en attente

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

Mettre à jour la colonne Coûts prévus

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

Ajouter une colonne d’ODG approximatif des revenus

Ceci ajoute une colonne « ODG approximatif des revenus » pour afficher l’ODG approximatif des revenus qui n’est pas encore associé à un ordre de changement potentiel (OCP) au contrat principal à 2 ou 3 niveaux ou à un ordre de changement au contrat principal (OCCP) à 1 niveau.

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: Revenue ROM

    • Column Source. Select Change Events.

  3. Mark the Revenue ROM (Rough Order of Magnitude) checkbox.

  4. Under Amount, select one (1) of these options:

    • Optional: Base Amount
      This option shows a Revenue ROM amount without the default financial markup applied from the Prime Contract.

    • Optional: Markup
      This option shows the default financial markup applied from the prime contract calculated from the Revenue ROM amount.

    • Recommended: Base Amount + Markup
      This option shows both the Revenue ROM amount and the default financial markup applied from the Prime Contract calculated from the Revenue ROM amount. This will match what the Change Event tool shows.

  5. Under Prime PCO, mark the Without Price checkbox.

  6. Under Scope, mark these checkboxes:

    • In Scope

    • Out of Scope

    • TBD

  7. 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.

  8. Click Create.

bv-column-revenue-rom.png

Mettre à jour la colonne Changements budgétaires en attente

La vue du budget standard de Procore comprend une colonne source « Changements budgétaires en attente ». Modifiez cette colonne pour afficher les montants des ordres de changement ayant le statut « Ébauche ».

Steps from the Configure Columns window in the Company Admin tool…

Settings

  1. Under Source, highlight the 'Pending Budget Changes' column.

  2. Click Edit.

  3. Set the Column Source to Prime.

  4. Mark the Change Orders checkbox.

  5. Under Status, mark the Draft checkbox only.

  6. Click Update.

bv-column-pending-budget-changes.png

Mettre à jour la colonne Budget prévisionnel

La vue du budget standard de Procore comprend une colonne « Budget prévu ». Suivez les étapes ci-dessous pour modifier cette colonne.

Steps from the Configure Columns window in the Company Admin tool…

Settings

  1. Under Calculated, highlight the 'Projected Budget' column.

  2. Click Edit.

  3. Configure the calculation's drop-down lists as follows:

    • Select the 'Revenue ROM' column.

    • Select the plus (+) sign.

    • Select the 'Pending Budget Changes' column.

  4. Click Update.

bv-column-projected-budget.png

See Also

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