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Prorating a Budget from an Existing Estimate

A pro-rata budget allows you to see the proportional comparison between the current estimated cost and a target budget

Prorating a Budget

A pro-rata Budget in Join is created by copying an existing Estimate into a Milestone Budget, toggling the cost breakdown to reset quantities, and adjusting each line item's Quantity to scale costs proportionally before publishing. Follow the steps below to create a prorated Budget.

  1. Click Milestones in the navigation panel.
  2. Click the name of the Milestone.
  3. Click the Budget tab.
  4. Click the Copy from Existing Milestone button.
  5. Select the Milestone you opened in step 2, then select Estimate as the value.
  6. Click the Next button.
  7. Switch the cost breakdown to Enter totals only using the toggle shown below. 

Warning: Switching to Enter totals only will permanently delete any Unit Prices and Cost Type data.

  1. Switch back to the Enter Quantity, Unit, Unit Price cost breakdown using the same toggle. This resets the Quantity column to 1 for every line item.
  2. Each line in the Budget can now be increased or decreased by using the Quantity field as a scaling factor. For example, setting a line item's Quantity to 0.5 reduces the line total to 50% of the original value, reflecting a 50% pro-rata allocation. Use the filter tool to target specific areas of the project to create a more realistic pro-rata Budget.
  3. Review your Markups and determine if they need to be scaled.  The percentage Markups will adjust automatically, but Lump Sums will not and may need to be adjusted.
  4. Finally, click the Publish button to publish the prorated Budget.

Note: For more information on the benefits of creating a Budget, read The Importance of a Milestone Budget article.