Create a New Budget Template from Scratch

Create a New Budget Template from Scratch

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





    • Related Articles

    • Use the Setup Wizard to Create a New Budget Template from an Existing Budget Template

      How to Use the Setup Wizard to Create a New Budget Template from an Existing Budget Template Duplicate & Setup From any Module Click on "Administration" (located on the left-hand side of the screen) Click on "Budget Templates" (located on the ...

    • Use Setup Wizard to Edit an Existing Budget Template

      How to Use Setup Wizard to Edit an Existing Budget Template Please Note! Setup allows you to modify the structure or outline of an existing template. From any Module Click on "Administration" (located on the left-hand side of the screen) Click on ...

    • Creating a New Budget

      How to Create a New Budget Opportunity Module Open the Contact (or customer) Open the Opportunity that you would like to add a budget to Click on the "New" icon (located next to "Budgets" on the right-hand side of the screen)  Enter in the necessary ...

    • Editing Rows in an Existing Budget Template

      How to Edit an Existing Budget Template Budget Template From any Module Click on "Administration" (located on the left-hand side of the screen) Click on "Budget Templates (located on the left-hand side of the screen) Click on the name of the Budget ...

    • Delete a Budget Template

      How to Delete a Budget Template Click on "Administration" (located on the left-hand side of the screen) Click on "Budget Templates" (located on the left-hand side of the screen) Click on the name of the Budget Template you wish to Delete Click on ...