11. Managing My Budgets
This section will guide you through some of the more advanced budgeting tools, like archiving, activating, and copying your budgets.
default budget faq Setting your Default Budgets
Before you dive deep into pricing, and especially before you get into estimating, you're going to want to setup your default budgets. You need to do this even if you don't have access to budgeting so that y...
budget archive delete budget faq archive budget How do I archive a budget?
Archiving a budget is simple, once you've got your ducks in a row. Archived budgets will still exist (you're still going to want them around in case you review old estimates) but new estimates will use your...
budget copy faq copy budget Can I copy my budget?
Copying a budget is the easiest way to create your 2nd, 3rd, and subsequent budgets. You've already entered all your labor, equipment, overhead, etc. All you need to do is edit the numbers to build new fo...
delete budget deleting a budget default budget faq How do I Delete my Default Budget?
Budgets can be deleted, however, a new budget has to first be activated and set as default. Click Edit on the other active Budget. Click the Mark as Default button. Select as Default for both Standard and S...