> For the complete documentation index, see [llms.txt](https://docs.buildertek.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.buildertek.com/budget.md). # Budget The BuilderTek Budget Module helps you plan, organize, and track the financial side of your construction projects. It gives your team a structured view of what a project is expected to cost, where those costs are assigned, and how actual project spending compares with the planned budget. A project budget can include multiple budget lines, each representing a specific cost, category, or scope of work. As the project progresses, costs from different modules—such as Purchase Orders, Contractor Invoices, Payable Invoices, and Expense Records—can be connected to the appropriate budget lines. This allows BuilderTek to keep your planned and actual project costs connected in one place. ### What Can You Manage Through the Budget Module? With BuilderTek Budgets, you can: * Create project budgets and define the planned financial structure of a project. * Add individual budget lines for different costs, materials, services, labor, and other project requirements. * Import a Primary Budget to quickly create a budget using predefined structures. * Add or update budget lines as project requirements change. * Connect project costs to the appropriate budget lines. * Track budgeted, committed, and actual costs as the project progresses. * Monitor remaining budget amounts and identify where costs are being incurred. * Manage multiple cost categories within a single project budget. * Review budget information alongside related project financial activity. ### How the Budget Connects With Other BuilderTek Modules One of the key advantages of BuilderTek is that the Budget Module does not work in isolation. It connects with the other financial and project management modules. For example: Project → Budget → Purchase Order → Contractor Invoice → Expense/Payment As these transactions move through BuilderTek, the related costs can be associated with the appropriate budget lines. This gives your team a continuous view of the project's financial position rather than maintaining separate records across different systems. The Budget Module can therefore serve as the financial base of a project, while the connected modules provide the actual transactions and costs that happen throughout the project lifecycle. In the following sections, we'll walk through how to create a budget, add budget lines, import a Primary Budget, Cost Codes, Budget Items, Budget Revisions, Forecasting, Budget vs Actual, Budget Reports, and Manage budget costs in BuilderTek. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.buildertek.com/budget.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.