Tình huống / Dự toán và chi phí
Dự toán và chi phí

Giữ dự toán thiết kế trong ngân sách đã duyệt

Thiết lập dự toán đầu tư với đơn giá trên mỗi mét vuông làm căn cứ, ghi lại những gì nó giả định, định giá dự toán thiết kế theo cùng phạm vi đó, và so sánh nó với phiên bản đã duyệt ở mỗi cổng kiểm soát.

5 bước20 phútChủ đầu tư / khách hàngCông ty tư vấn chi phí / QSCông ty thiết kế / kỹ thuậtCông ty quản lý dự án / thi công

Cách hoạt động, từng bước một

5 bước xuyên suốt nền tảng - bạn làm gì ở mỗi bước và vì sao điều đó quan trọng.

1

Set the investment estimate as a rate, not just a total

Dự toán sơ bộ

Build the feasibility number from the building type, the gross floor area and the quality level, and read off the rate per square metre it implies as well as the total.

Tại sao: A total is a fact about a building nobody has designed yet, and a design team cannot work to it. A rate per square metre is a constraint they can test every decision against, which is the whole mechanism of cost-capped design, and it stays comparable when the area moves.

Đầu vàoBuilding type and quality levelGross floor areaĐầu raInvestment estimateRate per square metre
2

Write down what the approved number assumes

Cơ sở dự toán

Record the basis: the scope covered, the standard of finish, the price level and date, what is excluded, and where the rates came from. Keep it with the estimate rather than in the covering email.

Tại sao: Every argument at the next gate is about whether the design changed or the estimate was wrong, and only the basis can answer it. Without one, a stage that comes in over is always explained as a scope change, and there is nothing on either side that can contradict that.

Đầu vàoThe approved numberWhat it assumedĐầu raWritten basis of estimateExclusions on the record
3

Price the design estimate and name the version

Bảng khối lượng

Price the design item by item against the same scope the basis describes, and save a named version of the bill at the moment it goes for approval so the approved state can be retrieved exactly.

Tại sao: The version that was approved is the only meaningful thing to measure later movements against, and it is unrecoverable a month afterwards unless somebody named it at the time. Naming it costs a moment and turns the next comparison from an argument into a report.

Đầu vàoDesign as it standsThe stated basisĐầu raDesign estimate priced by itemNamed version at the gate
4

Compare against the approved version at every gate

Bảng khối lượng

Set the current bill against the version approved at the previous stage and read the difference by section: which items were added, which quantities grew, which rates moved. Work the rate per square metre out again on the current area and put it beside the one you started with.

Tại sao: Nothing here declares a limit or returns a verdict, and that is the honest shape of it: the product shows you where the money went and the cap is held by people. What makes that workable is running the comparison at each gate rather than once at the end, because a section that has grown by six percent is a design conversation while a total that has grown by twenty is a re-approval.

Đầu vàoThe bill as it stands nowThe approved versionĐầu raWhich sections movedThe rate per square metre now
5

Report the position with the movement explained

Báo cáo

Report the stage total, the rate per square metre, the difference against the approved figure and the sections it came from, with a line on each saying whether it was a scope change, a design decision or a price movement.

Tại sao: An approving body asked to consider a number will ask where it came from, and a report that answers that in advance gets a decision instead of a deferral. Naming the cause per section is also what tells the design team where the savings have to come from, which is the only useful output of the exercise.

Đầu vàoThe gate comparisonĐầu raStage report for approvalWhere savings have to come from
Mô-đun

Các mô-đun trong playbook này

4 / 190 mô-đun nền tảng

The market this case is written for

Trung Quốc

Everything in this case follows how construction work is measured, priced and paid for in this market. The forms, the cost breakdown and the payment rules are the ones used there, not a generic version of them.

Standards it follows

  • GB 50500
  • GB 50854

You do not have to set any of that up by hand. The first time you open the platform it asks which market you work in. Choose this one and it sets the interface language, loads the matching cost database and records the cost classification, and it adds an example project you can open straight away.

The rule checks for this market come with the platform too. Switch them on once and an estimate that misses something the market expects is flagged while you are still working on it, not after the tender has gone out.

Thêm trong Dự toán và chi phí

Dự toán và chi phí

Estimate from a cost database

Pull priced items from a real cost database, build the bill from them, bundle recurring bui…

4 bước12 phútMở
Dự toán và chi phí

Set contingency from cost risk

Turn a single-point estimate into a range, run a Monte Carlo over the genuinely uncertain l…

3 bước11 phútMở