Budgets start blank, with no line items. This is one of two ways to start one — the other is building a budget line by line.
This method lets you reuse sets of cost codes tailored to specific job types. For example, you might create a "Kitchen Remodel" template with a limited set of cost codes, and a "New Build" template with a much more extensive set.
You create and edit templates under the Manage menu → Budget Templates. To add or edit the cost codes themselves, go to the Manage menu → Cost Codes.
1. Go to the Budget tab in the ribbon menu.
2. Click "+ New Item" and select "Import Template."
3. Choose which template you'd like to start with. Once imported, you can add, remove, or edit line items.