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Manage Budget Templates
Manage Budget Templates

How to save, edit and delete your Budget Templates.

Elena Sokolova avatar
Written by Elena Sokolova
Updated yesterday

This manual describes how to save, manage, and apply budget templates, allowing you to organize and adapt budgets more effectively.

Procedure

Save your budget as a Template

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

  2. Click the gear icon (⚙️) in the top right corner.

  3. Select Save as My Template from the dropdown menu.

  4. In the Save Template window, enter a descriptive name for the template.

  5. Click Save Template to store it for future use.

Use a saved Budget Template

  1. Open Filmustage and create a new project.

  2. Click the Budgeting tab.

  3. Choose your previously saved template from the available options.

  4. Click Generate Budget, and the system will apply your template automatically.

Edit and delete Budget Templates

  1. Click the gear icon (⚙️) in the Budgeting tab.

  2. Select Edit Templates.

  3. Click the pencil icon (✏️) to rename or modify a template.

  4. Click the trash bin icon (🗑️) to remove a template permanently.

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