Save and reuse a budget template
Turn a budget into a reusable starting point for future jobs.
- 1Build a budget on a project you want to reuse.
- 2Save it as a template from the Budget tab, or manage your templates from Settings → Budget Templates.
- 3On a new project's Budget tab, apply the template to instantly create all its lines.
- 4You can also copy another project's budget lines directly.