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Workflow Processes:

• Budget Code Settings

  The following processes outlines the steps to access cost management and configure the budget settings.
  The following tasks are listed in detail:
  Navigate Autodesk Cost Management
  Setup the Budget Code Format
  Add Segment Code Master List

• Set Up Budget Codes

  Budget Codes can be added to your project by adding them manually importing them from a spreadsheet.
  The following tasks are listed in detail:
  Manually Add a Budget
  Import a Budget from a Spreadsheet

• Set Up a Main Contract

  A Main Contract is a contract between the construction manager and the owner. Projects can have multiple main contracts.
  The following tasks are listed in detail:
  Create a Main Contract
  Add Budget Items to the Main Contract SOV

• Set Up Cost Contracts

  A Cost Contract is a contract between the construction manager and a subcontractor, vendor, or supplier. Cost Contracts can be created manually, imported from a spreadsheet, or created from a budget item.
  The following tasks are listed in detail:
  Create a Cost Contract Manually
  Import Cost Contracts from a Spreadsheet
  Create a Cost Contract from the Budget List