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Generate the budget

How to generate a Budget Template

Elena Sokolova avatar
Written by Elena Sokolova
Updated today

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 a budget template if you have one and click Generate Budget to create a structured financial plan.

    Note: Before generating a budget, complete the script breakdown, reports, and scheduling.

  3. The system will generate 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.

    • Tag type: Automatically pulls from the script breakdown and applies tags to every category for better cost organization.

    • 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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