Budget Templates

Setup required before use	Who Can Use It?	Where Is It?
Budget Template Types Drawing Register Default Data	Director System Administrator	Practice > Budget Templates

1. Click New button in the top toolbar.
2. Type a name for the template. I.e. Residential Class A.
3. Select the Rate Group from the drop down list.
4. (Optional) Type a description of when this budget template should be used.
5. Save .
6. Open the Budget Tab and enter which items are included in the budget.
7. Open the Drawing Tab and enter which drawings are part of the template.
8. Save and Close .

1. Enter the name for the template that will appear in drop down lists.
2. Select a budget template type from the rate group drop down list. This is the category of type template.
3. (Optional) Type a description of how this budget template will be used. This can be seen when adding the budget template to the Project budget.

Setup which rates are required to be in the project for this type of budget template. Define the number of units for each rate entry. Or leave the number of units to the default value of 1, and then update the number of units to the correct value in the Project Budget Tab.

When you add the budget template to a sub project budget you type the '# of units required'. This number of units when adding the template to the project will be multiply the '# of units' value of each of the budget template entries.

1. Open the Budget Template.
2. Select the Budget Items tab.
3. Click into the Category field next to the symbol.
4. Select a rate category. I.e. Staff, Supplier, Inspection rates etc.
5. Select a rate in the Item field. i.e. Director, CAD Technician, .Site visit, Printing Costs etc.
6. Type the number of units.
7. Save .
8. Repeat for all the required staff rates, expense items, and supplier / sub contractor costs 

Setup which drawings or documents are required to be created for this type of budget template. The drawings entered in the budget template can be copied to the Project Drawing Register. NEW 4.8.5

1. Select the prefix
2. Enter the drawing number
3. Type the drawing title.
4. Select the document type. I.e. Architectural, Mechanical, Engineering etc.
5. Select the file type. I.e. PDF, DOCX, CAD etc.
6. Select the size. I.e. A4, A3, Letter etc.
7. Select the scale. I.e. 1:1, 1:100 etc.
8. (Optional) Type a note to describe the drawing that will be copied to the Project Drawing Register.
9. Save .
10. Repeat the above steps for each of the required drawings or documents.

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

1. ActiveAll budget templates that are marked as active are shown. This is the default list view.
2. Not ActiveAll budget templates that are marked as inactive are shown.
3. AllBoth active and inactive budget templates are shown.
4. Search...Lookup a keyword in the name or type fields. After using the search results, change the filter back to the Active green save to return to the default list view.

A budget template can be made inactive to stop it from appearing in drop down list in Synergy.

1. Double click to open the template.
2. Uncheck the Active box on the General Tab.
3. Save and Close.

1. Double click to open the template.
2. Click the delete button in the top toolbar.
3. Click the Yes button on the delete confirmation window.
4. The list will refresh to show that the template has been removed.

1. NameThe description on the budget template that will be shown in drop down lists.
2. TypeThe type chosen on the General tab, to describe the category or group that this Budget Template falls within.
3. ActiveIf checked the budget template is active and can be used in Synergy. If the box is unchecked, then the budget template will not appear in drop down lists and cannot be used in Synergy.