How to Create a New Budget Template From Scratch

Budget Module

1. From any Module
   
2. Click on "Administration" (located on the left-hand side of the screen)
   
3. Click on "Budget Templates" (located on the left-hand side of the screen)
   
4. Click on "New" (located on the upper right-hand corner) 
   
   
   
5. Enter in the required information
   
1. Template Name
   
2. Model
6. Click on "Next Step" 
   
7. Determine if you need Labor
   
8. Click on "Next Step" 
   
9. Add Product Sections and Subsections (This creates the outline of your budget template) 
   
10. Click on "Next Step" 
    
11. Add Labor Sections and Subsections if applicable
    
12. Click on "Next Step" 
    
13. Enter the required information for the first product 
    
14. Click on "Next Item" 
    
15. Repeat step 13 & 14 for every item on the budget template for both Product and Labor
    
16. After all items have been customized, click on "Finish" 
    

Please Note!

After creating a New Budget Template at the Company Level, you MUST add the template to each branch!

1. Click on "Branches" (located on the left-hand side of the screen)
   
2. Click on the "Branch Name"
   
3. Click on "Budget Templates" (located towards the bottom of the page)
   
4. Click on the arrow and select the name of the template to add it to the branch 
   
1. This process will ensure that all users have access to the new template