This is one of two ways to start a budget — the other is importing from a template.
If you prefer to start from scratch rather than from a template, you can build a budget by adding line items individually.
1. Go to the Budget tab in the ribbon menu.
2. Click "+ New Item" and select "New Budget Item."
3. Search for the cost code by number or title and click "Select." You can't create cost codes here — to create or edit cost codes, go to the Manage menu → Cost Codes. If no results appear, the cost code hasn't been created yet, or it's already been added to the budget.
4. Complete the budget item's details.
5. Click "Save as Draft" to keep the item in Draft status, or click "Add to Budget" to set it to Budgeted.