Reset Global Budget Template Rates to List Price
When creating a New Budget using a Budget Template the following dialogue window will pop up: “Reset To List Prices Rates In The New Budget?”
This means that in case there is a difference between the Rates in the Template and the List Price it is possible to select whether to keep the rates in the Budget Template or to update the new Budget with the List Price Rates.
List Price Rates are the Rates on the Rate cards of Objects (Classes, Activities, Services…) in the Object Manager.
There are two scenarios when the rates of the Budget Template and the List Prices could differ.
- The Rates of the Budget Lines have been changed from List Price in the Global Budget Template.
- List Price Rates have been updated in the Object Manager.
Example: List prices have been updated in Object Manager
A Global Budget Template has been created with two lines:
- Offline / Editing – Day: Sell Rate 500
- CG / 3D – Animation – Day: Sell Rate 700
The price of the budget detail in the template corresponds to the Rate as defined in the Rate Card, here 500.
The Rate of the Offline / Editing – Day is updated to Sell Rate 600.
A new Budget is created and the Global Budget Template is selected.
Give the Budget a name
To update the new budget to include the new Rate click Yes on the dialogue: “Reset To List Price Rates In The New Budget?”
The new Budget with the new Rate on Offline / Editing – Day.
Create a new Global Budget Template that includes the new rates and remove the Old Template
To create a new Template click on the dropdown menu next to the Budget Name, select “Copy To Global Template” and give the Template a Name.
To delete the old Template click on the dropdown menu just above Budgets, select Delete Global Template and from the menu select the Template to delete.