How to add measures and budget items to a task
If a job is going to cost money, you can add measures with budget items to the task. The cost and the approval then follow the same case as the work itself, rather than living in a spreadsheet alongside it.
How to add a measure
- Open the building you want to work on. See How to switch building and search for a building.
- Go to FDV > Tasks in the sidebar.
- Open the task.
- Go to Budget.
- Click Add measure.
- Fill in the measure, and add budget items with Add budget item and Price.
If the task has no budget, it says No budget.
The approval statuses
Each budget item has a status:
Status | Means |
|---|---|
Requested | the item has been entered and awaits a decision |
Approved | approved, the work can be ordered |
Denied | not approved |
Use Approve to approve.
Note: A budget item's status is independent of the task's status. A task can be set to Done with a budget item still sitting at Requested — so review the budget before closing the task, not after.
What measures are used for
Measures fit where the work needs a decision before it's carried out:
- Replacements — the component is at end of life and is to be swapped
- Repairs beyond normal maintenance
- Energy-saving measures to be weighed against expected savings
If the measure is linked to a component, you get a cost history for the part: what has been spent on it over time, and whether replacing it is becoming cheaper than repairing it. See How to attach a task to a component.
Frequently asked questions
Can a measure have several budget items?
Yes. Use Add budget item for each line — parts, labour and scaffolding separately, for example.
Who can approve?
That depends on your role in the organization. Without approval rights the action isn't available.
Is this an order?
No. The measure documents cost and approval in Properate. The order itself is placed wherever you normally order.
Can I add measures without a price?
The Price field is what turns the budget item into a number you can total. Without a price you've described a measure but not budgeted it.
Tip!
Enter the measure as soon as you see the need, as Requested, rather than waiting until you have a quote. The need is then documented when budgets are drawn up — and a measure nobody registered never makes it into a budget round.