To create a new budget:
- Click on Budgeting in the sidebar menu.
- On the Budget list page, click the blue Add budget button.
- Choose one of the following options:
- Create a new blank budget (also use this if you want to import an MMS budget or a budget previously created in Dramatify and downloaded in the .dfy format).
- Create a budget from a commissioner’s budget template
- Copy a previous budget and decide which information you want to keep
- In the Add budget form:
- Select your primary currency and optionally add secondary currencies with fixed conversion rates. You can update these rates as needed.
- Decide whether to include an Estimate column for quick estimates.
- Click Save to create your budget.
You will now find your new budget in the budget list. Click for further work.
