项目预算：智能预算流程如何导致项目成功.pdf

1、Project Budgeting:How Smart Budgeting Processes Can Lead to Project SuccessJohn Bonsall&Heidi Dempsey2Presented byJohn BonsallERP Consultant Team LeadHeidi DempseySubject Matter Expert-Construction3AgendaProject TasksAccount GroupsItems&Cost CodesRevenue BudgetsCost Budgets4Project TasksContract Ite

2、ms for Revenue Budget LinesSubjobsVarious job locations,areas,floorsCommon Tasks for Master File Tasks list;Predefine Change Orders(i.e.CO 1 10)as exampleProject Tasks can be Custom and unique per ProjectProject Tasks can hold default revenue GL account or Subaccount information5Account GroupsAny Pr

3、oject Related GL Account Number is tied to an Account GroupCommonly referred to as Cost Types for Expenses(i.e Labor,Material,Subcontract,Equipt,other)Project Balances Summarized by Account GroupsDefault Revenue GL Account Information can be configured to be derived from Account GroupItems and Cost

4、CodesDetails to tie to Project budgetsItems could be equipment sold,installed,and part of construction job as example.Items in budgets are rare.Cost Codes are detailed activities to manage against estimate budgets.Most commonly applied on cost budgets to add detail in seeing where costs are going ag

5、ainst budgetsItems and/or Cost Codes MUST be in Master List to be used on a Project7Project Budgets(Revenue and Costs)Where Project Tasks+Account Groups+Items/Cost Codes come together.Depends on tracking level settings in Project SummaryRevenue Budgets are Customer Facing for Project Billings(ProFor

6、ma Invoicing)for Progress BillingsCost Budgets are how projects are managed internally in cost vs estimate analytics.Detailed should be setup to be sustained by the customers workflow process.For self-performed work think in terms of timecard lines employees need to enter against projects.8Project B