Using an Existing Budget Template

Using an Existing Budget Template

1. Select Budget from the left hand navigation menu and then select the Worksheet icon on the Driver Tab to view the Budget Worksheet
2. Select the Load Template button to import a budget template into the worksheet
3. Click on the drop-down arrow to display a list of existing Budget Templates
4. Select line items individually by Header or the Select All feature. When the desired items have been selected, click Submit to populate the template onto the Budget Worksheet

Here are some other useful articles on Budgets and Bids

• Creating a Project from a Budget
• Creating a New Budget / Bid from the Budget Worksheet or a Project
• Create Work Orders from the Budget Worksheet