Basic cost-code CSV setup
Paste simple comma-separated cost-code rows before manually entering and approving the project budget. Quoted-field and hierarchy validation, and BOQ import, are not included.
Budgets and BOQ
Turn the approved construction budget into a living control baseline
A baseline should remain visible after the project changes. Import cost codes through CSV, enter budget lines in the product, and route later budget changes through governed revisions. Native BOQ or budget-file import is planned, not live.
Where control breaks
Recognise the warning signs
- The baseline is overwritten
- Cost-code files contain duplicates or invalid hierarchy
- Budget changes have no approval trail
The CostGrid control path
Original and approved
Preserve the original baseline while showing approved budget changes separately.
Current version view
Review one budget version and its approval metadata at a time. Side-by-side diffs and explicit submitter/approver columns are planned.
Operational outcome
Every later cost decision has a stable, approved plan to compare against.
Control one live project before expanding
Start with one live project, keep the control trail intact, and expand only after the workflow proves useful.