Budget Template Types

Who Can Use It?	Where Is It?
Director Administrator	Practice > Budget Template Types

1. Click into the Description field next to the symbol.
2. Type a description for the Budget Template Type.
3. Save .

The list filter is located in the top toolbar. Use the filter to change which budget templates types are shown. The following list filters are available:

1. ActiveAll budget template types that are marked as active are shown. This is the default list view.
2. Not ActiveAll budget template types that are marked as inactive are shown.
3. AllBoth active and inactive budget template types are shown.
4. Search...Lookup a keyword in the description field of the budget template type. After using the search results, change the filter back to Active, to return to the default list view.

Edit of the drawing description and active status is allowed in the list. If the changes have not yet been saved the green save icon is shown on the right side of the row . To remove the unsaved changes, click the Undo button in the top toolbar. The list will refresh to saved the last set of saved data.

Budget Template Types can only be deleted if they are not attached to a Budget Template.

1. Highlight the budget template type you want to delete in the list.
2. Click the delete button in the toolbar.
3. Click yes to confirm the delete.
4. The list is refresh and the template type has been removed.

Make a Budget Template Type 'inactive' to stop it appearing for use in drop down lists in Synergy. This can be required if you want to stop the use of a template type in the system,but it has already been used.

1. Locate the template type in the list.
2. Uncheck the active box.
3. Save .

A matrix table exists with the rates for the following categories. The rates accrue a set value per item, which can increase based on the complexity of a project. The categories below are examples of Budget Template Types.

• Per square metre
• Cost per floor
• Cost per drawing

Each of the above Budget Template Types has a set of charge out rate and estimated hours required to complete the task, which is used as part of the Project Budget. Also define which Drawing titles are part of the budget template, and define the drawing register details i.e. Title, Drawing Number, File Type etc.

Budget Template Type	Drawing Title	Rate per drawing	Staff Rate Category	Rate per hour	Units required	Budget estimate
Residential Class A	Building A - Roof Plan	1,590.00	Associate Director	200.00	3	600.00
			CAD Technician	90.00	11	990.00
Residential Class B	Building B - Floor Plan	2,260.00	Associate Director	200.00	5	1,000.00
			CAD Technician	90.00	14	1,260.00
Residential Class C	Demolition Plan	3,130.00	Associate Director	200.00	8	1,600.00
			CAD Technician	90.00	17	1,530.00

Create a budget template type called 'Residential drawings' and create 3 budget templates within it: 'Residential Class A', 'Residential Class B' and 'Residential Class C'.  When allocating to the sub project you can nominate how many units are required.

For example

A simple residential building requires Class A drawings and 8 are to be produced.  Within Synergy we nominate 8 units and a budget total of $12,720 would be calculated. The system will also calculate the total number of time and expense units and values automatically.

If you have this type of cost per floor, drawing etc Budget Templates can be a great help to add this detail to the Project.

1. DescriptionThe description of the budget template type that will be shown in drop down lists.
2. ActiveIf the group is active, then it can be added to a project. If the box is unchecked, then the inactive group cannot be used on a project.