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Procore

Add Cost ROM & RFQ Source Columns to a Budget View

Note: If you're using Non-Commitment Costs, see Add Cost ROM, RFQ & Non-Commitment Cost Source Columns to a Budget View

Objective

To add a Cost ROM (Rough Order of Magnitude), RFQ (Request for Quote), and NCC (Non-Commitment Cost) columns as source columns to your budget view.

Things to Consider

  • Required User Permission: 'Admin' on the company level Admin tool.

Create/Edit a Budget View or Budget Report

The steps below are applicable when creating or editing a budget view or when configuring fields for a Custom Budget Report.

Add a Cost ROM Column

Note: You would configure this column as follows to show Cost ROM not yet associated with a commitment change order, RFQ, or a non-commitment cost.

  1. Click Configure Columns.
  2. Click + Create Source Column or click Create in the top right corner and choose Source from the drop-down menu.
  3. Type a name for the column heading in the Column Name box (e.g. Cost ROM).
  4. From the Column Source list, select Change Events so that your budget view will use that tool as the source for the new column's data.
  5. Mark the box next to ROM (Rough Order of Magnitude) and apply the filters listed below. 
  6. To show Cost ROM in Budget (for In Scope Change Events) use the following filters:
    1. Under ROM Prime PCO, deselect Without Price. No filters should be selected.
    2. Under ROM Commitment Cost, select Without Cost (set by default).
      • Note: Marking the box next to "Without Cost" will ensure that only values that do not have RFQs or CPCOs (2-tier) or CCOs (1-tier) associated with them are included in the column value.
    3. Under ROM Non-Commitment Cost, select Without Cost (set by default).
      Note: Selecting the box next to "Without Cost" will ensure that only amounts that do not have a Non-Commitment Cost associated with them are included in the column value. 
    4. Under Scope, select In Scope and TBD as a filter.
      Note: You can also filter by Change Event Status; all statuses that are not considered "Void" will be checked by default. Custom statuses will not be shown by name, but will be included by default if they are considered "Open," "Closed," and "Pending." For more information on custom statuses, see "Customize Change Event Statuses" in the See Also section below.  
    5. Click Create to save your column.

editsourcecolumn.png

Add a Cost RFQ Column

Note: If you add a ROM column to your budget view, you must also add a RFQ column to your budget view.

Note: You would configure this column as follows to show Cost RFQ not yet associated with a commitment change order or a non-commitment cost.

  1. Click + Create Source Column or click Create in the top right corner and choose Source from the drop-down menu. (set by default)
  2. Type a name for the column heading in the Column Name box (e.g. Cost RFQ).
  3. From the Column Source list, select Change Events so that your budget view will use that tool as the source for the new column's data.
  4. Mark the box next to RFQ (Request for Quote).
  5. To show Cost RFQs in Budget (for In Scope Change Events), use the following filters:
    1. Under Prime PCO, deselect Without Price. No filters should be selected.
    2. Under Commitment Cost, select Without Cost (set by default).
      Note: Marking the box next to "Without Cost" will ensure that only values that do not have CPCOs (2-tier)/CCOs (1-tier) associated with them are included in the column value.
    3. Under Non-Commitment Cost, select Without Cost (set by default).
      Note: Selecting the box next to "Without Cost" will ensure that only amounts that do not have a Non-Commitment Cost associated with them are included in the column value. 
    4. Under Scope, select In Scope and TBD as a filter.
      Note: You can also filter by Change Event Status; all statuses that are not considered "Void," will be checked by default. Custom statuses will not be shown by name, but will be included by default if they are considered "Open," "Closed," and "Pending. For more information on custom statuses, see "Configure Advanced Settings: Change Events" in the See Also section below.
      Note: You can also filter by RFQ status.
    5. Click Create to save your column.

costrfq.png

Add a Non-Commitment Cost Column

Note: For more information about non-commitment costs, see Should I track non-commitment costs on a change event?

  1. Click + Create Source Column or click Create in the top right corner and choose Source from the drop-down menu.
  2. Type a name for the column heading in the Column Name box (e.g. NC Cost).
  3. From the Column Source list, select Change Events so that your budget view will use that tool as the source for the new column's data.
  4. Mark the box next to Non-Commitment Cost.
  5. To show Non-Commitment Costs in Budget (for In Scope Change Events), use the following filters:
    1. Under Scope, select In Scope and TBD as a filter.
      Note: You can also filter by Change Event Status; all statuses that are not considered Void will be checked by default. Custom statuses will not be shown by name, but will be included by default if they are considered Open, Closed, and Pending. For more information on custom statuses, see "Configure Advanced Settings: Change Events" in the See Also section below.
      Important: If you plan to use Non-Commitment Cost in your Projected Cost calculations (and Forecast), you need to make sure to not double count when the relevant Direct Costs hit your budget. We recommend the following:
      • Relieve your budget by managing Change Event Status and set the preceding filter to NOT include Change Events with the status of Closed. Then, as relevant Direct Costs hit your budget, you will mark the Change Event as Closed, and the Non-Commitment Cost will no longer be included in the value.
      • As relevant Direct Costs hit your budget, you can delete the corresponding amount from the Non-Commitment Cost entered in the Change Event.
      • Do not add the cost that you are tracking as a Non-Commitment Cost as a Direct Cost in Procore.
  6. Click Create to save your column. 

non-commitment-cost.png

Update Pending Cost Changes Column

Add draft Change Orders and draft Subcontracts and Purchase Orders to your Pending Costs Changes column by completing the following steps:

  1. Click Pending Cost Changes in the list of columns.
  2. Click Edit.
  3. Under Subcontracts, select Draft.
  4. Under Purchase Order Contracts, select Draft.
  5. Under Change Orders, select Draft.
  6. Click Update.

Update Projected Costs Column

Add your new Cost ROM, Cost RFQ columns, and Non-Commitment Costs to your Projected Costs column by completing the following steps:

  1. Click Projected Costs in the list of columns.
  2. Click Edit.
  3. Select your Cost ROM from the drop-down menu.
  4. Select your Cost RFQ from the drop-down menu. 
  5. Select your NC Cost from the drop-down menu.
    Important: If you plan to use Non-Commitment Cost in your Projected Cost calculations (and Forecast), be sure not to count amounts more than once when the actual costs hit your budget. We recommend the following:
    • Relieve your budget by managing Change Event Status and set the preceding filter to not include Change Events with the status of Closed. Then, as relevant Direct Costs hit your budget, you will mark the Change Event as Closed and the Non-Commitment Cost will no longer be included in the value.
    • As relevant Direct Costs hit your budget, you can delete the corresponding amount from the Non-Commitment Cost entered in the Change Event.
    • Do not add the cost that you are tracking as Non-Commitment Cost as a Direct Cost in Procore. 
  6. Click Update.

See Also