Perfour User Guide

Budgets

Explore every Budgets feature, learn each workflow step by step and find its video explanations.

Module overview

All features

First understand what each capability solves. Then open its tutorial and visual explanation.

Feature 01

Build your budget in minutes, not days

Organize chapters, sections and line items in a clear, reusable hierarchy. Start from a familiar structure, duplicate previous budgets and keep quantities, units, prices and owners in one place.

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Feature 02

Trace every line item through the entire job

A budget item is no longer an isolated row. Follow it from its approved value through purchase orders, suppliers, receipts, expenses, progress certificates and payments without losing the origin of each movement.

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Feature 03

Use inputs and unit price analyses

Add resources, yields and compositions from enabled catalogs. Perfour preserves the detail behind each unit price so the team can review, update and defend how the cost was built.

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Feature 04

Deliver the right format to every audience

Export an internal PDF with operational detail or a clean client-facing presentation. Choose what to show while maintaining one source of truth, even when the way you communicate it changes.

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Feature 05

Connect the budget to the full financial operation

Compare planned, committed, actual, certified and paid amounts. Links to purchasing, expenses and collections turn the budget into the job's live financial backbone—not a day-one snapshot.

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Feature 06

Start with the files you already have

Import existing budgets and turn them into structured information without entering everything again. Review the mapping before confirming and retain traceability from day one.

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