If most of your client budgets will use a common base, you can define budget templates that will auto-populate new client budgets.
Access the list of budget templates
It you have the relevant permission, you can access the list of budget template by clicking on the "Budget Template" tab (2), under the "Settings" menu (1).
You will access to your list of templates, displaying all the enabled ones by default.
Create a new budget template
Click on the "Add New Budget Template" button (A).
The "Add Budget Template" dialog will appear, where you can define the name of the template.
Then, you can create any income item or expense item like you would do for a real budget, with the following difference:
- You cannot define any date as the date would be different for any budget using the template.
- Rates and total are not displayed as they are date dependant.
- You cannot define the billing contact for an income item where you would have picked a client individual funder.
So the template is a light version of a client budget and that could like this:
Disable/enable a budget template
If a template is not relevant anymore and you don't want to use it for any budget you will create in the future you can disable it.
To do so, click on Disable button (A) for this template from the templates list.
Use a budget template
If you have at least one enabled budget template defined in your system, the "Template" auto-complete field (A) will appear in the "Create New Budget" dialog.
You can type ahead and select among any enabled budget.
After selecting a budget, you need to select a billing contact (A) that will difine the billing contact of any income item and expense item where you defined a client individual funder in the selected template.
After selecting the template and the billing contact, the new budget will open, populating the expense and income items from the template, and also filling the dates and rates, based on the start and end date you selected for the budget.