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

Duplicate & Setup

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 the name of the Budget Template
   
5. Click on "Duplicate & Setup" (located at the top of the page) 
   
   
   
   

1. Select the "Fastest" option 
   
   
2. Click "Let's Go" 
   
   
3. Enter in the required information
   
1. Template Name
   
2. Model
   
4. Click on "Next Step" 
   
   
5. Determine if you need Labor
   
6. Click on "Next Step" 
   
   
7. Remove any Sections or Subsections that do NOT apply to your business by clicking on the "X" (located next to that item) 
   
   
8. To add a subsection, click on "Add Subsection" (located under each section) 
   
   
9. To add a section, click on "Add Section" (located at the bottom of the page) 
   
   
10. Click on "Next Step" to Add or Remove any sections or subsections for Labor if applicable
    
11. If Labor does NOT apply to your template, click on "Finish" 
    
    

1. Select the "Most Accurate" option 
   
   
2. Click "Let's Go" 
   
   
3. Enter in the required information
   
1. Template Name
   
2. Model
   
4. Click on "Next Step" 
   
   
5. Determine if you need Labor
   
6. Click on "Next Step" 
   
   
7. Remove any Sections or Subsections that do NOT apply to your business by clicking on the "X" (located next to that item) 
   
   
8. To add a subsection, click on "Add Subsection" (located under each section) 
   
   
9. To add a section, click on "Add Section" (located at the bottom of the page) 
   
   
10. Click on "Next Step" to Add or Remove any sections or subsections for Labor if applicable
    
11. Click on "Next Step" 
    
12. The budget wizard will display the first item in the budget for you to determine the product's details 
    
1. If you choose the default setting
   
1. Click on "Default"
   
2. Click on "Next Item"
   
2. If you want to delete the item
   
1. Click on "Remove"
   
2. Click on "Next Item"
   
3. If you want to customize this item
   
1. Click on "Create my own"
   
2. Enter in the required information
   
3. Click on "Next Item"
   
13. Repeat step 12 for EVERY item on the budget template for both Product and Labor
    
14. 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