farmerswife

Welcome
Login  Sign up

Global Budget Templates

On repetitive jobs, a Quote can be saved as a Global Budget Template in order to later re-use it in other Projects. Click on the drop-down arrow next to the Quote name and select Copy To Global Template.
 
Global Budget Templates are shared among all users of the system. Therefore make sure to give it a descriptive name.

When Global Templates have been saved, a dialog will appear every time the New Budget icon is clicked, prompting which template is to be used.


New Budget from saved Global Template

Alternatively, you can use the drop-down arrow just above Budgets to Add From Global Template.
 
And use the Delete Global Template to get rid of those templates that are not useful anymore.


Add/Delete From Global Template

If a Rate Card is applied to the Project, when creating a Budget from a Global Budget Template, a pop-up window offers to apply the Project Rate Card to this new Budget. See Project Rate Cards for more details.

Did you find it helpful? Yes No