Budget Templates

The new cost/benefit plan templates in the Financials section allow you to reuse recurring budget structures across projects. This not only saves time but also ensures greater consistency in your financial planning – especially for similar project types or standardized processes.

A typical use case might be construction or consulting projects, which are often structured by labor, materials, and external services.

Budget templates are created in the Account Settings under Organization > Financials and are available across all projects – provided the template is marked as "Public".

Help article: Templates for budgets and budget line items