为什么以及如何为 Procore 的项目财务工具创建自定义预算编号描述？

Let's assume your Procore project is using only the default segment items in Procore's Work Breakdown Structure (WBS). In the 'Cost Code' segment, which is based on the CSI MasterFormat), there is an existing cost code segment item for contingencies (17-010 - Contingency). While the money in your contingency fund comes from the same budget code, it is important for your team to ensure that your coding system accurately records and tracks the following:

• When the budget code for a financial line item is associated with an allowance
  An allowance is an amount included in a contract sum to cover the costs of any items not specified in the contract.

• When the budget code for a financial line item is associated with a contingency
  A contingency is an amount set aside in a contract to cover the costs of any additions to the scope of work due to unknown risk factors.

To address this scenario, you can use Procore's custom budget code description option to create two (2) descriptions for a single budget code. This allows your team to distinguish between the budget code is used for an allowance versus when its used for a contingency. In the illustration below:

• The budget code is: F1.17-010.M

• The custom budget code description is: Floor1.Allowance.Materials

• The default budget code description is: Floor1.Contingency.Materials

You can also create additional budget code descriptions for each budget code to suit your organizations specific needs.

Using the same example as above, you can also use Procore's custom budget code description option to simplify and improve readability of your budget codes. This can improve readability of your budget codes, as shown in the illustration below:

• The budget code is: F1.17-010.M

• The custom budget code description is: Flr 1 Materials Allowance

• The custom budget code description is: Flr 1 Materials Contingency

The illustration below shows you how the custom descriptions can improve readability.

In this example, let's assume your Procore project is also using the default segment items in Procore's Work Breakdown Structure (WBS). However, you want the budget code descriptions to be shorter than the default length.

To address this scenario, you would create custom budget codes for any codes that you wanted to shorten. For example:

• The budget code is: F1.07-015.SVC

• The default custom budget code description is: Floor1.Basic Thermal and Moisture Protection Materials and Methods.Professional Services

• The shortened budget code description that you would prefer to use instead is: F1.BTMPMM.ProServ

You can also create additional budget code descriptions for each budget code to suit your organizations specific needs. This illustration shows you the difference between two descriptions in the budget. The illustration below shows how shortening a budget code description conserves space. This also helps readers when generating reports.