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Creating a Budget Template

Build reusable budgets with preset cost codes for different project types.

When you create a new project, you can import a budget template or start a budget from scratch.

For example, a "Kitchen Remodel" template might use a limited set of codes with pre-estimated costs, while a "Full Build" template uses a more extensive set.

1. Under the Manage menu, select Budget Template.

2. Click "+ New" to create a new template.

3. Within a template, click "+ Add new" to create a new budget line item, and "Edit" to adjust current items.

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