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CERP module

Budgets

From the budget to the project without re-entering anything

CERP's Budgets module lets you build construction budgets organised in chapters and line items, work out the final price with the K coefficient and turn them into a project in one click.

What it does

  • Chapters and line items with quantities, prices and K coefficient
  • Item bank: a catalogue of Spanish construction line items with reference prices and full breakdown, organised in 34 chapters
  • Import your full catalogue (materials, labour, machinery and items) from an Excel template
  • Cost simulator to test material or price changes without touching the budget
  • Budget versions to compare alternatives and export each one
  • Export to PDF and Excel, and conversion to a project that locks the agreed price

Frequently asked questions about Budgets

Can I bring my price catalogue from Excel?

Yes. CERP imports the full catalogue (materials, labour, machinery and items with their breakdown) from a four-sheet Excel template. And in Projects, with CERP AI, you can upload a project's Excel so it creates the project, its tasks and its materials.

What is the item bank?

A catalogue of Spanish construction line items with reference prices, built into the budget editor: search the item, import it and adjust quantities and prices.

What happens to the budget once the client approves it?

When it becomes a project, the agreed price is locked. Later changes are handled with change orders, which start from the approved budget and keep a record of the reason.

Can I keep several versions of the same budget?

Yes. Create a new version to test an alternative without losing the previous one, compare the changes and export each version separately.

Want to see it with your own projects?

Book a demo or start the free 10-day trial.