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Generate the budget
Generate the budget

How to generate a budgeting template

Elena Sokolova avatar
Written by Elena Sokolova
Updated this week

Generating a budget in Filmustage is a straightforward process that integrates data from your breakdown, scheduling, and reports to create a comprehensive financial plan. Follow these steps to ensure a smooth budgeting workflow.

Note: We do not generate the budgeting numbers, but we streamline the process by importing breakdown data into a pre-configured template.

Before you begin

Before generating a budget, complete the following essential pre-budgeting tasks to ensure accuracy:

These steps ensure that all necessary data flows seamlessly into the budget.

Procedure

  1. In the top navigation ribbon, select the Budgeting tab.

  2. Select the Generate Budget button.

  3. If you’ve completed all preparations, click Confirm Budget Generation.

  4. After confirming, the system generates a detailed budget template.

    The template contains the following key columns:

    • Move: Allows you to drag and rearrange the order of categories.

    • Actions: Provides tools for adding or deleteing categories and items.

    • Code: Displays unique identifiers for each budget category.

    • Name: The name of the budget category or item.

    • Apply Fringes: Indicates the fringe type applied.

    • Fringes: Shows the calculated fringe amount, either as a percentage or fixed value.

    • Estimate: Displays the total cost estimate, including fringes.

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