What is a Budget Template?

A Budget Template is a reusable starting budget you create a new budget from, instead of building the same structure every time. It carries over Sections, Cost Items, Variables and AddOns, so a new budget for a familiar type of job starts already shaped.

How it works

There are two kinds. Workspace Templates are made from your own budgets and shared with everyone in your workspace. Turn any budget you can open into one from the budget editor's burger menu, Create Template, which opens Turn this Budget into a Template; name it, and the original budget is left untouched, a separate copy becomes the Template. You can also start a Workspace Template blank, from Templates → New Template.

Public Templates are published by Splinde you can use them for your productions, adapt them to your internal standards and save them again as your own workspace templates.

To start a new budget from either kind, open Templates in the sidebar, hover a tile, and click Use this template. Give the new budget a name and assign it to a Project.

How it fits with the rest of Splinde

A Budget Template is a starting point for everything else: the Sections it carries over are what you'll structure further, the Variables and AddOns it carries over are what a new budget calculates from immediately, and any Offer Document it carries over is ready to send with only the new numbers to fill in.