Creating a Budget

Before you can enter information in the table part, you must create a budget for the current opportunity by selecting the desired template job and selecting the Create Budget action.

The template job is the job whose budget should be copied to the opportunity. When you select a job in the Template Job island, you can preview the budget of the selected job before creating the opportunity budget. As long as no budget has been created for the opportunity, you can preview the individual budget types of the template job by also selecting a budget type in the Show Budget field. When you have found a suitable template job and selected it, select the Create Budget action. This will copy the selected template job’s budgets of all types.

Once the budget has been created, you can start adjusting the budget copied from the template job. You can use the Copy Budget action in combination with the fields in the Copy island to copy lines from the budget of an existing job.