Budgets and Contracts

Cost Management in Forma Build enables teams to minimize risk by managing all cost-related construction activities in a single software. Stay on top of your budget throughout the project lifecycle with Cost Management's configurable Budget and Cost tools, and gain greater insight into how seen and unseen changes impact the bottom line. Take control of complicated project factors when evaluating and forecasting your project's completion costs.

Get familiar with the basic control budget and contract workflow which is a part of the bigger financial workflow in Cost Management:

Budget and contract workflow diagram showing the financial workflow in Cost Management

Budget Code Setup

Set up budget code segments and work with segment code master list.

Create a Budget

Add a budget and its subitems, and learn the best practices on formatting a budget Excel file.

Budget and Contract Tables

Learn more about tables in the Budget and Cost tools to better track incoming and outgoing cash for your project.

Work with Budgets

Learn how to import, edit, lock, or export a budget. Check actual cost, create change order transfers, visualize budget data, and more.

Work with Contracts

Learn how to create and manage contracts, main contract, and schedule of values.

More Resources

Check the Learning Center video course for video lessons on the Cost tool.

Note: Registration required.