Budget -- Specialty Contractor

Budget -- Specialty Contractor

Manage the compilation of various financial tools and its data for forecasting and tracking costs in a single location.

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About this course

The Budget tool allows you to build and manage a comprehensive budget throughout a project's lifecycle. By eliminating the need for double-entry of contract modifications and change order values into complex spreadsheets, you'll have greater insight into how seen and unforeseen changes impact the bottom line. Take control over complicated project factors when evaluating and forecasting your project's completion costs.

  • Import an existing budget or build a comprehensive project budget that can be exported to the Microsoft Excel or PDF formats
  • Review financial performance for a single project or across multiple projects
  • Share the status of your budget with your team so they can make informed decisions in the field
  • Generate detailed budget reports showing budget modification, buyout summaries, line item details, and more

Curriculum53 min

  • Intro
  • The Value of the Budget Tool 10 min
  • Setting Up the Budget Tool
  • Set Up a Budget 7 min
  • Set Up Configurable Budget Views 8 min
  • Using the Budget Tool
  • Add a New Line Item to the Budget 1 min
  • Create a Budget Modification 3 min
  • Budget Forecasts, Projections, and Reports 6 min
  • Navigate the Forecasting Tab 3 min
  • Review & Resources
  • Budget Resources & Review 15 min
  • Conclusion

About this course

The Budget tool allows you to build and manage a comprehensive budget throughout a project's lifecycle. By eliminating the need for double-entry of contract modifications and change order values into complex spreadsheets, you'll have greater insight into how seen and unforeseen changes impact the bottom line. Take control over complicated project factors when evaluating and forecasting your project's completion costs.

  • Import an existing budget or build a comprehensive project budget that can be exported to the Microsoft Excel or PDF formats
  • Review financial performance for a single project or across multiple projects
  • Share the status of your budget with your team so they can make informed decisions in the field
  • Generate detailed budget reports showing budget modification, buyout summaries, line item details, and more

Curriculum53 min

  • Intro
  • The Value of the Budget Tool 10 min
  • Setting Up the Budget Tool
  • Set Up a Budget 7 min
  • Set Up Configurable Budget Views 8 min
  • Using the Budget Tool
  • Add a New Line Item to the Budget 1 min
  • Create a Budget Modification 3 min
  • Budget Forecasts, Projections, and Reports 6 min
  • Navigate the Forecasting Tab 3 min
  • Review & Resources
  • Budget Resources & Review 15 min
  • Conclusion

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