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class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section></div></div></div><div class="relative z-3 w-full lg:max-w-160 "><div class="flex pb-6 max-md:pb-2 lg:max-w-160"><div class="flex flex-wrap items-baseline pb-4 text-base"><a href="/en/" class="pr-2 text-body-primary-color no-underline hover:text-body-secondary-color">All Collections</a><div class="pr-2" aria-hidden="true"><svg width="6" height="10" viewBox="0 0 6 10" class="block h-2 w-2 fill-body-secondary-color rtl:rotate-180" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" clip-rule="evenodd" d="M0.648862 0.898862C0.316916 1.23081 0.316916 1.769 0.648862 2.10094L3.54782 4.9999L0.648862 7.89886C0.316916 8.23081 0.316917 8.769 0.648862 9.10094C0.980808 9.43289 1.519 9.43289 1.85094 9.10094L5.35094 5.60094C5.68289 5.269 5.68289 4.73081 5.35094 4.39886L1.85094 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data-testid="breadcrumb-1">Budget Setup</a><div class="pr-2" aria-hidden="true"><svg width="6" height="10" viewBox="0 0 6 10" class="block h-2 w-2 fill-body-secondary-color rtl:rotate-180" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" clip-rule="evenodd" d="M0.648862 0.898862C0.316916 1.23081 0.316916 1.769 0.648862 2.10094L3.54782 4.9999L0.648862 7.89886C0.316916 8.23081 0.316917 8.769 0.648862 9.10094C0.980808 9.43289 1.519 9.43289 1.85094 9.10094L5.35094 5.60094C5.68289 5.269 5.68289 4.73081 5.35094 4.39886L1.85094 0.898862C1.519 0.566916 0.980807 0.566916 0.648862 0.898862Z"></path></svg></div><div class="text-body-secondary-color">How to Create a New Budget</div></div></div><div class=""><div class="article intercom-force-break"><div class="mb-10 max-lg:mb-6"><div class="flex flex-col gap-4"><div class="flex flex-col"><header class="mb-1 font-primary text-2xl font-bold leading-10 text-body-primary-color">How to Create a New Budget</header><div class="text-md font-normal leading-normal text-body-secondary-color"><p>Create a new budget once your deal is won or create it from your Project management or Financials tab.</p></div></div><div class="avatar"><div class="avatar__info -mt-0.5 text-base"><span class="text-body-secondary-color"> <!-- -->Updated over 2 months ago</span></div></div></div></div><div class="jsx-ef86202475c6562f flex-col"><div class="jsx-ef86202475c6562f mb-7 ml-0 text-md max-messenger:mb-6 lg:hidden"><div class="jsx-27f84a20f81f6ce9 table-of-contents max-h-[calc(100vh-96px)] overflow-y-auto rounded-2xl text-body-primary-color hover:text-primary max-lg:border max-lg:border-solid max-lg:border-body-border max-lg:shadow-solid-1"><div data-testid="toc-dropdown" class="jsx-27f84a20f81f6ce9 hidden cursor-pointer justify-between border-b max-lg:flex max-lg:flex-row max-lg:border-x-0 max-lg:border-t-0 max-lg:border-solid max-lg:border-b-body-border border-b-0"><div class="jsx-27f84a20f81f6ce9 my-2 max-lg:pl-4">Table of contents</div><div class="jsx-27f84a20f81f6ce9 "><svg class="ml-2 mr-4 mt-3 transition-transform" transform="" width="16" height="16" fill="none" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" clip-rule="evenodd" d="M3.93353 5.93451C4.24595 5.62209 4.75248 5.62209 5.0649 5.93451L7.99922 8.86882L10.9335 5.93451C11.246 5.62209 11.7525 5.62209 12.0649 5.93451C12.3773 6.24693 12.3773 6.75346 12.0649 7.06588L8.5649 10.5659C8.25249 10.8783 7.74595 10.8783 7.43353 10.5659L3.93353 7.06588C3.62111 6.75346 3.62111 6.24693 3.93353 5.93451Z" fill="currentColor"></path></svg></div></div><div data-testid="toc-body" class="jsx-27f84a20f81f6ce9 hidden my-2"><section data-testid="toc-section-0" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none border-body-toc-active-border px-4"><a id="#h_3d3bf3804f" href="#h_3d3bf3804f" data-testid="toc-link-0" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base font-toc-active text-body-primary-color"></a></section><section data-testid="toc-section-1" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_b1bcf176f6" href="#h_b1bcf176f6" data-testid="toc-link-1" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-2" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_f8aa73e9f9" href="#h_f8aa73e9f9" data-testid="toc-link-2" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section></div></div></div><div class="jsx-ef86202475c6562f article_body"><article class="jsx-ef86202475c6562f "><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Budgets can be created in a couple of ways. </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_3d3bf3804f">Create a budget by winning a deal</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>A <a href="https://help.productive.io/en/articles/2179572-sales-pipeline">deal</a> is a term we use for a pitch that can turn into a project but it&#x27;s still in the sales phase. </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Here you can add all the services you&#x27;ll sell to your client with the rates/prices for those services along with estimates for your internal purposes. Click <a href="https://help.productive.io/en/articles/2179599-adding-services-to-deals-or-budgets">here</a> to learn about adding services to your deals and budgets, the process is the same! <br/>​</p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1110050274/d45064906aa3b8bf58eaf24d/Screenshot+2024-07-11+at+12_12_53.png?expires=1732732200&amp;signature=ba8c69a69648a5dd1be59cf80f6201704c934833bb820852cd7e9028c14a8632&amp;req=dSEmFsl7nYNYXfMW1HO4zQ9jaso18fioAKpJ98%2BbXmndbXsIhk8cJx5iCFnv%0ADtkib1YUsuTcmaKjVFM%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1110050274/d45064906aa3b8bf58eaf24d/Screenshot+2024-07-11+at+12_12_53.png?expires=1732732200&amp;signature=ba8c69a69648a5dd1be59cf80f6201704c934833bb820852cd7e9028c14a8632&amp;req=dSEmFsl7nYNYXfMW1HO4zQ9jaso18fioAKpJ98%2BbXmndbXsIhk8cJx5iCFnv%0ADtkib1YUsuTcmaKjVFM%3D%0A" width="2936" height="1130"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>When you mark a deal as <b>Won</b> here&#x27;s how you can proceed: <br/>​<br/>1) create a new project from this deal<br/>2) add the deal&#x27;s budget to an existing project</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>3) <a href="https://help.productive.io/en/articles/8306385-project-less-budgets">create a budget from a deal without a project</a> <br/>4) don&#x27;t create a project and just mark the deal as Won</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-center"><a href="https://downloads.intercomcdn.com/i/o/849914988/8a93f0336002859c6aa99afa/Screenshot+2023-10-10+at+14.02.02.png?expires=1732732200&amp;signature=70871619fb01920f8da674472084982169c548538e171b4cb151a1a528996a52&amp;req=fCQuH8h6lIlXFb4f3HP0gJ9EhxzUj8IBtn0%2BkmX0ZkI058L6Zsk4Aysu%2Bs%2BQ%0AIbjPoA2aqQHNz1wOtA%3D%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/849914988/8a93f0336002859c6aa99afa/Screenshot+2023-10-10+at+14.02.02.png?expires=1732732200&amp;signature=70871619fb01920f8da674472084982169c548538e171b4cb151a1a528996a52&amp;req=fCQuH8h6lIlXFb4f3HP0gJ9EhxzUj8IBtn0%2BkmX0ZkI058L6Zsk4Aysu%2Bs%2BQ%0AIbjPoA2aqQHNz1wOtA%3D%3D%0A" width="1084" height="1082" style="width:450px"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>In case you decide to proceed with one of the first three options, you&#x27;ll have to enter budget details such as the name of the budget, budget <a href="https://help.productive.io/en/articles/3061461-budget-start-and-end-dates">start and end dates</a>, <a href="https://help.productive.io/en/articles/2179665-setting-up-subsidiaries">subsidiary</a>, <a href="https://help.productive.io/en/articles/3154390-document-templates">document template</a> and budget owner. <br/>​<br/>The rest can be your <a href="https://help.productive.io/en/articles/3732248-custom-fields">custom fields,</a> some of which can be marked as required, meaning they&#x27;ll appear every time you add a new budget.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-center"><a href="https://downloads.intercomcdn.com/i/o/1110051390/5f229d4c511c12774fbef485/Screenshot+2024-07-11+at+12_14_20.png?expires=1732732200&amp;signature=0e9e07b5440ad927b4e16c459cc3604f8f8cfa4592c229de297ed8d4eba5366f&amp;req=dSEmFsl7nIJWWfMW1HO4zbsqnROfxgk3XJ%2BybG631kOExvEMo6brbdA7IyJL%0A8EavZRHGAbgVBD%2By5dA%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1110051390/5f229d4c511c12774fbef485/Screenshot+2024-07-11+at+12_14_20.png?expires=1732732200&amp;signature=0e9e07b5440ad927b4e16c459cc3604f8f8cfa4592c229de297ed8d4eba5366f&amp;req=dSEmFsl7nIJWWfMW1HO4zbsqnROfxgk3XJ%2BybG631kOExvEMo6brbdA7IyJL%0A8EavZRHGAbgVBD%2By5dA%3D%0A" width="1292" height="1322" style="width:450px"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>In case you&#x27;ve chosen to create a <b>project</b> along with the budget or to add the budget to an existing project, you&#x27;ll be able to find the budget in question in the <b>Budgets</b> tab of your project. <br/>​</p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/948119900/fd9df14aee755b86d41111e7/Screenshot+2024-01-30+at+16.26.19.png?expires=1732732200&amp;signature=dab77d39475be1fdc14696f6d4339f37f811aad4d75ab7340add38959c9b3d57&amp;req=fSQvF8h3lIFfFb4f3HP0gHVVswp2y1BA3YbwfnkuDOhDb81zCvC57uTkFQ7X%0A7MmI4OCs468L3sDLOg%3D%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/948119900/fd9df14aee755b86d41111e7/Screenshot+2024-01-30+at+16.26.19.png?expires=1732732200&amp;signature=dab77d39475be1fdc14696f6d4339f37f811aad4d75ab7340add38959c9b3d57&amp;req=fSQvF8h3lIFfFb4f3HP0gHVVswp2y1BA3YbwfnkuDOhDb81zCvC57uTkFQ7X%0A7MmI4OCs468L3sDLOg%3D%3D%0A" width="2910" height="940"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>However, in case you&#x27;ve created a <a href="https://help.productive.io/en/articles/8306385-standalone-budgets-no-project-required">project-less budget</a><b>,</b> you&#x27;ll be able to find your budget in <b>Financials &gt; Budgets</b> only.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/948123058/81a1c3c7263215ce1f2ccf84/Screenshot+2024-01-30+at+16.29.13.png?expires=1732732200&amp;signature=4f4aa7bbccabace1a2bac381c2cb6546ad69458f7fc9a17b637434c3232dfa19&amp;req=fSQvF8t9nYRXFb4f3HP0gCtjZ%2BW5IXFux0Qpa2Hq19M0g%2BQCdhMTJM17iygx%0AG99VTpHDvHLeItRALg%3D%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/948123058/81a1c3c7263215ce1f2ccf84/Screenshot+2024-01-30+at+16.29.13.png?expires=1732732200&amp;signature=4f4aa7bbccabace1a2bac381c2cb6546ad69458f7fc9a17b637434c3232dfa19&amp;req=fSQvF8t9nYRXFb4f3HP0gCtjZ%2BW5IXFux0Qpa2Hq19M0g%2BQCdhMTJM17iygx%0AG99VTpHDvHLeItRALg%3D%3D%0A" width="2932" height="1016"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><br/>​</p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_b1bcf176f6">Create a budget directly from the project</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>You don&#x27;t necessarily need a deal to create a budget. If that is the case, a budget can be created directly from an existing project. <br/>​<br/>To achieve that, <b>open the project</b> in question from the <b>Project management </b>tab<b>, </b>head over to the <b>Budgets</b> <b>tab</b> and click on the <b>+Budget</b> button in the upper right corner. </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/948137469/d796330cd66ba24ef726e350/Screenshot+2024-01-30+at+16.40.17.png?expires=1732732200&amp;signature=1b85671040b20836759ff03aa9fa2bf508723e9e57a97028e14f72346b208db6&amp;req=fSQvF8p5mYdWFb4f3HP0gD%2FrU0Q63O4sHRbbYv6yWAaSY4oz72Xon30c133e%0ACjYrNATDbSOfLhgH0g%3D%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/948137469/d796330cd66ba24ef726e350/Screenshot+2024-01-30+at+16.40.17.png?expires=1732732200&amp;signature=1b85671040b20836759ff03aa9fa2bf508723e9e57a97028e14f72346b208db6&amp;req=fSQvF8p5mYdWFb4f3HP0gD%2FrU0Q63O4sHRbbYv6yWAaSY4oz72Xon30c133e%0ACjYrNATDbSOfLhgH0g%3D%3D%0A" width="2926" height="930"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>In <b>Step One </b>of the<b> Budget wizard </b>which opens after clicking on the +Budget button, you have the option to create a new budget from scratch, copy an existing one, or use a <a href="https://help.productive.io/en/articles/9230093-budget-templates-beta">budget template</a>.<br/>​<br/>​</p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1031934568/e523d0f542879bd8f3597b6f/Screenshot+2024-04-25+at+10_34_44.png?expires=1732732200&amp;signature=9092476ee8304b1f1e42426fc7f8d8968ed30e86648a05f61ee5760fe667d095&amp;req=dSAkF8B9mYRZUfMW1HO4zTjymGiRtt4YPLQZ10XK%2BX7qMIq9n5tn9zIXpC54%0A7F9VHcMuaeyLqM78N7c%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1031934568/e523d0f542879bd8f3597b6f/Screenshot+2024-04-25+at+10_34_44.png?expires=1732732200&amp;signature=9092476ee8304b1f1e42426fc7f8d8968ed30e86648a05f61ee5760fe667d095&amp;req=dSAkF8B9mYRZUfMW1HO4zTjymGiRtt4YPLQZ10XK%2BX7qMIq9n5tn9zIXpC54%0A7F9VHcMuaeyLqM78N7c%3D%0A" width="1350" height="1202"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Moving on to <b>Step Two</b>,<b> </b>within the<b> </b>Budget wizard, you select the client, project, budget name, currency, start and end dates, subsidiary, and owner of the budget. </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Additionally, you can associate <a href="https://help.productive.io/en/articles/3154390-document-templates">document templates</a> with the budget, and if enabled, <a href="https://help.productive.io/en/articles/6632170-required-custom-fields">obligatory custom fields </a>will be available for you to fill in.<br/>​<br/>​</p></div><div class="intercom-interblocks-image intercom-interblocks-align-center"><a href="https://downloads.intercomcdn.com/i/o/1031938028/39794bf32f86025382fd77ad/Screenshot+2024-04-25+at+10_37_46.png?expires=1732732200&amp;signature=793e45eee1903b90a1144c415c8068e0a0b347df3dd7b18a626f952c27d9aba5&amp;req=dSAkF8B9lYFdUfMW1HO4zVrzFIH9bn%2BfAxt6gDFMWhsd%2F%2BOhONPOl4Ugd4DV%0A1tB%2BJ8OjO%2BlzNpKoSxM%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1031938028/39794bf32f86025382fd77ad/Screenshot+2024-04-25+at+10_37_46.png?expires=1732732200&amp;signature=793e45eee1903b90a1144c415c8068e0a0b347df3dd7b18a626f952c27d9aba5&amp;req=dSAkF8B9lYFdUfMW1HO4zVrzFIH9bn%2BfAxt6gDFMWhsd%2F%2BOhONPOl4Ugd4DV%0A1tB%2BJ8OjO%2BlzNpKoSxM%3D%0A" width="1292" height="1660" style="width:450px"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-callout" style="background-color:#e3e7fa80;border-color:#334bfa33"><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Tip</b>: In case you want to create a budget for internal (non-billable) purposes, select the &quot;<b>Internal</b>&quot; option from the very top in the Budget wizard.<br/>​<br/>Learn more about internal projects and budgets <a href="https://help.productive.io/en/articles/3387671-internal-projects">here</a>.<br/>​</p></div><div class="intercom-interblocks-image intercom-interblocks-align-center"><a href="https://downloads.intercomcdn.com/i/o/1031954554/541d32e3caea562615e79efb/Screenshot+2024-04-25+at+10_51_24.png?expires=1732732200&amp;signature=d92e470404e6c90df6e707a4d02d89bd578469563dbc16a6604b0ccd439f2a06&amp;req=dSAkF8B7mYRaXfMW1HO4zaDCXIMLsj97wHOtBE9upQQVjw%2BBBMLWTi83DlpI%0AsGJkx%2FUqsCEoOv8gdXo%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1031954554/541d32e3caea562615e79efb/Screenshot+2024-04-25+at+10_51_24.png?expires=1732732200&amp;signature=d92e470404e6c90df6e707a4d02d89bd578469563dbc16a6604b0ccd439f2a06&amp;req=dSAkF8B7mYRaXfMW1HO4zaDCXIMLsj97wHOtBE9upQQVjw%2BBBMLWTi83DlpI%0AsGJkx%2FUqsCEoOv8gdXo%3D%0A" width="1034" height="1394" style="width:400px"/></a></div></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_f8aa73e9f9">Create a budget from the Budgets tab </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>To create a new budget while in the <b>Financials tab &gt; Budgets, </b>simply click on the <b>+Budget</b> button in the upper right corner. </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>This will open the Budget wizard, allowing you to specify if you want to create a new budget, copy an existing one or use a budget template. </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>You can also associate it with a project, decide on the budget name, owner, subsidiary, start and end dates, and configure templates and custom fields as needed.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/948152837/823acec3c874154a96e1e562/Screenshot+2024-01-30+at+16.51.50.png?expires=1732732200&amp;signature=7cdfd2d937166bf1ba71b3555fa474c26433caa8acab303a9cba35dfc5a285bd&amp;req=fSQvF8x8lYJYFb4f3HP0gM5bEA%2BTv6BgCpNEUdHLNbZpfeOBpa3B5%2FbprYh8%0AJtHeLwsZFbo7iszLXQ%3D%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/948152837/823acec3c874154a96e1e562/Screenshot+2024-01-30+at+16.51.50.png?expires=1732732200&amp;signature=7cdfd2d937166bf1ba71b3555fa474c26433caa8acab303a9cba35dfc5a285bd&amp;req=fSQvF8x8lYJYFb4f3HP0gM5bEA%2BTv6BgCpNEUdHLNbZpfeOBpa3B5%2FbprYh8%0AJtHeLwsZFbo7iszLXQ%3D%3D%0A" width="2930" height="588"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-callout" style="background-color:#e3e7fa80;border-color:#334bfa33"><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Tip</b>: Create a budget on this page using <b>quick-add options</b>!</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><br/>1) Hover over the Financials tab and click on the <b>+</b> button next to Budgets.<br/>​</p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/948163696/acf94eac862c47655c36fdaa/Screenshot+2024-01-30+at+16.57.50.png?expires=1732732200&amp;signature=5425199613ba34b4644dd7989fe677848decd7840eeb5ee51c2208f207c48eb3&amp;req=fSQvF899m4hZFb4f3HP0gCLf3cUeXMC8agWbSdKZkmHTlOGpIovp2m2m1sUN%0A0fwBk1kQDkNdMoSVHA%3D%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/948163696/acf94eac862c47655c36fdaa/Screenshot+2024-01-30+at+16.57.50.png?expires=1732732200&amp;signature=5425199613ba34b4644dd7989fe677848decd7840eeb5ee51c2208f207c48eb3&amp;req=fSQvF899m4hZFb4f3HP0gCLf3cUeXMC8agWbSdKZkmHTlOGpIovp2m2m1sUN%0A0fwBk1kQDkNdMoSVHA%3D%3D%0A" width="2938" height="244"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>2) Select the <b>Budget</b> option from the quick-add dropdown. <br/>​</p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/948163916/52c3f15ca65b12cfec5d206b/Screenshot+2024-01-30+at+16.59.19.png?expires=1732732200&amp;signature=af9029269fb921cf7a6675106604b4087b621a3fb2d7a5240494696449a16168&amp;req=fSQvF899lIBZFb4f3HP0gLFv36ldIZeY5YoQJejo5dDVX4tq0BjVMJoohYkQ%0ADSc7Q631hm7UPJT7eA%3D%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/948163916/52c3f15ca65b12cfec5d206b/Screenshot+2024-01-30+at+16.59.19.png?expires=1732732200&amp;signature=af9029269fb921cf7a6675106604b4087b621a3fb2d7a5240494696449a16168&amp;req=fSQvF899lIBZFb4f3HP0gLFv36ldIZeY5YoQJejo5dDVX4tq0BjVMJoohYkQ%0ADSc7Q631hm7UPJT7eA%3D%3D%0A" width="2928" height="1276"/></a></div></div><section class="jsx-62724fba150252e0 related_articles my-6"><hr class="jsx-62724fba150252e0 my-6 sm:my-8"/><div class="jsx-62724fba150252e0 mb-3 text-xl font-bold">Related Articles</div><section class="flex flex-col rounded-card border border-solid border-card-border 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Help Center","footerLogo":"https://downloads.intercomcdn.com/i/o/295088/7d1e9e7d334295930dd163a3/801f1c6d85d7662e8810fa8dcc02754d.png","footerLogoHeight":"110","localisedInformation":{"contentBlock":{"locale":"en","title":"Content section title","withButton":false,"description":"","buttonTitle":"Button title","buttonUrl":""}}},"user":{"userId":"d9c716a2-925f-4b84-9c0c-dbaf056de9af","role":"visitor_role"},"articleContent":{"articleId":"2179588","author":null,"blocks":[{"type":"paragraph","text":"Budgets can be created in a couple of ways. ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Create a budget by winning a deal","idAttribute":"h_3d3bf3804f"},{"type":"paragraph","text":"A \u003ca href=\"https://help.productive.io/en/articles/2179572-sales-pipeline\"\u003edeal\u003c/a\u003e is a term we use for a pitch that can turn into a project but it's still in the sales phase. ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Here you can add all the services you'll sell to your client with the rates/prices for those services along with estimates for your internal purposes. Click \u003ca href=\"https://help.productive.io/en/articles/2179599-adding-services-to-deals-or-budgets\"\u003ehere\u003c/a\u003e to learn about adding services to your deals and budgets, the process is the same! \u003cbr\u003e​","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1110050274/d45064906aa3b8bf58eaf24d/Screenshot+2024-07-11+at+12_12_53.png?expires=1732732200\u0026signature=ba8c69a69648a5dd1be59cf80f6201704c934833bb820852cd7e9028c14a8632\u0026req=dSEmFsl7nYNYXfMW1HO4zQ9jaso18fioAKpJ98%2BbXmndbXsIhk8cJx5iCFnv%0ADtkib1YUsuTcmaKjVFM%3D%0A","width":2936,"height":1130},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"When you mark a deal as \u003cb\u003eWon\u003c/b\u003e here's how you can proceed: \u003cbr\u003e​\u003cbr\u003e1) create a new project from this deal\u003cbr\u003e2) add the deal's budget to an existing project","class":"no-margin"},{"type":"paragraph","text":"3) \u003ca href=\"https://help.productive.io/en/articles/8306385-project-less-budgets\"\u003ecreate a budget from a deal without a project\u003c/a\u003e \u003cbr\u003e4) don't create a project and just mark the deal as Won","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/849914988/8a93f0336002859c6aa99afa/Screenshot+2023-10-10+at+14.02.02.png?expires=1732732200\u0026signature=70871619fb01920f8da674472084982169c548538e171b4cb151a1a528996a52\u0026req=fCQuH8h6lIlXFb4f3HP0gJ9EhxzUj8IBtn0%2BkmX0ZkI058L6Zsk4Aysu%2Bs%2BQ%0AIbjPoA2aqQHNz1wOtA%3D%3D%0A","width":1084,"height":1082,"displayWidth":450,"align":"center"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"In case you decide to proceed with one of the first three options, you'll have to enter budget details such as the name of the budget, budget \u003ca href=\"https://help.productive.io/en/articles/3061461-budget-start-and-end-dates\"\u003estart and end dates\u003c/a\u003e, \u003ca href=\"https://help.productive.io/en/articles/2179665-setting-up-subsidiaries\"\u003esubsidiary\u003c/a\u003e, \u003ca href=\"https://help.productive.io/en/articles/3154390-document-templates\"\u003edocument template\u003c/a\u003e and budget owner. \u003cbr\u003e​\u003cbr\u003eThe rest can be your \u003ca href=\"https://help.productive.io/en/articles/3732248-custom-fields\"\u003ecustom fields,\u003c/a\u003e some of which can be marked as required, meaning they'll appear every time you add a new budget.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1110051390/5f229d4c511c12774fbef485/Screenshot+2024-07-11+at+12_14_20.png?expires=1732732200\u0026signature=0e9e07b5440ad927b4e16c459cc3604f8f8cfa4592c229de297ed8d4eba5366f\u0026req=dSEmFsl7nIJWWfMW1HO4zbsqnROfxgk3XJ%2BybG631kOExvEMo6brbdA7IyJL%0A8EavZRHGAbgVBD%2By5dA%3D%0A","width":1292,"height":1322,"displayWidth":450,"align":"center"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"In case you've chosen to create a \u003cb\u003eproject\u003c/b\u003e along with the budget or to add the budget to an existing project, you'll be able to find the budget in question in the \u003cb\u003eBudgets\u003c/b\u003e tab of your project. \u003cbr\u003e​","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/948119900/fd9df14aee755b86d41111e7/Screenshot+2024-01-30+at+16.26.19.png?expires=1732732200\u0026signature=dab77d39475be1fdc14696f6d4339f37f811aad4d75ab7340add38959c9b3d57\u0026req=fSQvF8h3lIFfFb4f3HP0gHVVswp2y1BA3YbwfnkuDOhDb81zCvC57uTkFQ7X%0A7MmI4OCs468L3sDLOg%3D%3D%0A","width":2910,"height":940},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"However, in case you've created a \u003ca href=\"https://help.productive.io/en/articles/8306385-standalone-budgets-no-project-required\"\u003eproject-less budget\u003c/a\u003e\u003cb\u003e,\u003c/b\u003e you'll be able to find your budget in \u003cb\u003eFinancials \u0026gt; Budgets\u003c/b\u003e only.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/948123058/81a1c3c7263215ce1f2ccf84/Screenshot+2024-01-30+at+16.29.13.png?expires=1732732200\u0026signature=4f4aa7bbccabace1a2bac381c2cb6546ad69458f7fc9a17b637434c3232dfa19\u0026req=fSQvF8t9nYRXFb4f3HP0gCtjZ%2BW5IXFux0Qpa2Hq19M0g%2BQCdhMTJM17iygx%0AG99VTpHDvHLeItRALg%3D%3D%0A","width":2932,"height":1016},{"type":"paragraph","text":"\u003cbr\u003e​","class":"no-margin"},{"type":"heading","text":"Create a budget directly from the project","idAttribute":"h_b1bcf176f6"},{"type":"paragraph","text":"You don't necessarily need a deal to create a budget. If that is the case, a budget can be created directly from an existing project. \u003cbr\u003e​\u003cbr\u003eTo achieve that, \u003cb\u003eopen the project\u003c/b\u003e in question from the \u003cb\u003eProject management \u003c/b\u003etab\u003cb\u003e, \u003c/b\u003ehead over to the \u003cb\u003eBudgets\u003c/b\u003e \u003cb\u003etab\u003c/b\u003e and click on the \u003cb\u003e+Budget\u003c/b\u003e button in the upper right corner. ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/948137469/d796330cd66ba24ef726e350/Screenshot+2024-01-30+at+16.40.17.png?expires=1732732200\u0026signature=1b85671040b20836759ff03aa9fa2bf508723e9e57a97028e14f72346b208db6\u0026req=fSQvF8p5mYdWFb4f3HP0gD%2FrU0Q63O4sHRbbYv6yWAaSY4oz72Xon30c133e%0ACjYrNATDbSOfLhgH0g%3D%3D%0A","width":2926,"height":930},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"In \u003cb\u003eStep One \u003c/b\u003eof the\u003cb\u003e Budget wizard \u003c/b\u003ewhich opens after clicking on the +Budget button, you have the option to create a new budget from scratch, copy an existing one, or use a \u003ca href=\"https://help.productive.io/en/articles/9230093-budget-templates-beta\"\u003ebudget template\u003c/a\u003e.\u003cbr\u003e​\u003cbr\u003e​","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1031934568/e523d0f542879bd8f3597b6f/Screenshot+2024-04-25+at+10_34_44.png?expires=1732732200\u0026signature=9092476ee8304b1f1e42426fc7f8d8968ed30e86648a05f61ee5760fe667d095\u0026req=dSAkF8B9mYRZUfMW1HO4zTjymGiRtt4YPLQZ10XK%2BX7qMIq9n5tn9zIXpC54%0A7F9VHcMuaeyLqM78N7c%3D%0A","width":1350,"height":1202},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Moving on to \u003cb\u003eStep Two\u003c/b\u003e,\u003cb\u003e \u003c/b\u003ewithin the\u003cb\u003e \u003c/b\u003eBudget wizard, you select the client, project, budget name, currency, start and end dates, subsidiary, and owner of the budget. ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Additionally, you can associate \u003ca href=\"https://help.productive.io/en/articles/3154390-document-templates\"\u003edocument templates\u003c/a\u003e with the budget, and if enabled, \u003ca href=\"https://help.productive.io/en/articles/6632170-required-custom-fields\"\u003eobligatory custom fields \u003c/a\u003ewill be available for you to fill in.\u003cbr\u003e​\u003cbr\u003e​","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1031938028/39794bf32f86025382fd77ad/Screenshot+2024-04-25+at+10_37_46.png?expires=1732732200\u0026signature=793e45eee1903b90a1144c415c8068e0a0b347df3dd7b18a626f952c27d9aba5\u0026req=dSAkF8B9lYFdUfMW1HO4zVrzFIH9bn%2BfAxt6gDFMWhsd%2F%2BOhONPOl4Ugd4DV%0A1tB%2BJ8OjO%2BlzNpKoSxM%3D%0A","width":1292,"height":1660,"displayWidth":450,"align":"center"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"callout","content":[{"type":"paragraph","text":"\u003cb\u003eTip\u003c/b\u003e: In case you want to create a budget for internal (non-billable) purposes, select the \"\u003cb\u003eInternal\u003c/b\u003e\" option from the very top in the Budget wizard.\u003cbr\u003e​\u003cbr\u003eLearn more about internal projects and budgets \u003ca href=\"https://help.productive.io/en/articles/3387671-internal-projects\"\u003ehere\u003c/a\u003e.\u003cbr\u003e​","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1031954554/541d32e3caea562615e79efb/Screenshot+2024-04-25+at+10_51_24.png?expires=1732732200\u0026signature=d92e470404e6c90df6e707a4d02d89bd578469563dbc16a6604b0ccd439f2a06\u0026req=dSAkF8B7mYRaXfMW1HO4zaDCXIMLsj97wHOtBE9upQQVjw%2BBBMLWTi83DlpI%0AsGJkx%2FUqsCEoOv8gdXo%3D%0A","width":1034,"height":1394,"displayWidth":400,"align":"center"}],"style":{"backgroundColor":"#e3e7fa80","borderColor":"#334bfa33"}},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Create a budget from the Budgets tab ","idAttribute":"h_f8aa73e9f9"},{"type":"paragraph","text":"To create a new budget while in the \u003cb\u003eFinancials tab \u0026gt; Budgets, \u003c/b\u003esimply click on the \u003cb\u003e+Budget\u003c/b\u003e button in the upper right corner. ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"This will open the Budget wizard, allowing you to specify if you want to create a new budget, copy an existing one or use a budget template. ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"You can also associate it with a project, decide on the budget name, owner, subsidiary, start and end dates, and configure templates and custom fields as needed.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/948152837/823acec3c874154a96e1e562/Screenshot+2024-01-30+at+16.51.50.png?expires=1732732200\u0026signature=7cdfd2d937166bf1ba71b3555fa474c26433caa8acab303a9cba35dfc5a285bd\u0026req=fSQvF8x8lYJYFb4f3HP0gM5bEA%2BTv6BgCpNEUdHLNbZpfeOBpa3B5%2FbprYh8%0AJtHeLwsZFbo7iszLXQ%3D%3D%0A","width":2930,"height":588},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"callout","content":[{"type":"paragraph","text":"\u003cb\u003eTip\u003c/b\u003e: Create a budget on this page using \u003cb\u003equick-add options\u003c/b\u003e!","class":"no-margin"},{"type":"paragraph","text":"\u003cbr\u003e1) Hover over the Financials tab and click on the \u003cb\u003e+\u003c/b\u003e button next to Budgets.\u003cbr\u003e​","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/948163696/acf94eac862c47655c36fdaa/Screenshot+2024-01-30+at+16.57.50.png?expires=1732732200\u0026signature=5425199613ba34b4644dd7989fe677848decd7840eeb5ee51c2208f207c48eb3\u0026req=fSQvF899m4hZFb4f3HP0gCLf3cUeXMC8agWbSdKZkmHTlOGpIovp2m2m1sUN%0A0fwBk1kQDkNdMoSVHA%3D%3D%0A","width":2938,"height":244},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"2) Select the \u003cb\u003eBudget\u003c/b\u003e option from the quick-add dropdown. \u003cbr\u003e​","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/948163916/52c3f15ca65b12cfec5d206b/Screenshot+2024-01-30+at+16.59.19.png?expires=1732732200\u0026signature=af9029269fb921cf7a6675106604b4087b621a3fb2d7a5240494696449a16168\u0026req=fSQvF899lIBZFb4f3HP0gLFv36ldIZeY5YoQJejo5dDVX4tq0BjVMJoohYkQ%0ADSc7Q631hm7UPJT7eA%3D%3D%0A","width":2928,"height":1276}],"style":{"backgroundColor":"#e3e7fa80","borderColor":"#334bfa33"}}],"collectionId":"9340440","description":"Create a new budget once your deal is won or create it from your Project management or Financials tab.","id":"99738","lastUpdated":"Updated over 2 months ago","relatedArticles":[{"title":"How to Create a New Project?","url":"https://help.productive.io/en/articles/2179613-how-to-create-a-new-project"},{"title":"A Quick Guide to Creating Templates","url":"https://help.productive.io/en/articles/6081360-a-quick-guide-to-creating-templates"},{"title":"Standalone Budgets: No Project Required","url":"https://help.productive.io/en/articles/8306385-standalone-budgets-no-project-required"},{"title":"Budget Templates (Beta)","url":"https://help.productive.io/en/articles/9230093-budget-templates-beta"},{"title":"Understanding the Link Between Deals and Budgets","url":"https://help.productive.io/en/articles/9819347-understanding-the-link-between-deals-and-budgets"}],"targetUserType":"everyone","title":"How to Create a New Budget","showTableOfContents":true,"synced":false},"breadcrumbs":[{"url":"https://help.productive.io/en/collections/38802-budgets","name":"Budgets"},{"url":"https://help.productive.io/en/collections/9340440-budget-setup","name":"Budget Setup"}],"selectedReaction":null,"showReactions":true,"themeCSSCustomProperties":{"--body-bg":"rgb(255, 255, 255)","--body-image":"none","--body-bg-rgb":"255, 255, 255","--body-border":"rgb(230, 230, 230)","--body-primary-color":"#1a1a1a","--body-secondary-color":"#737373","--body-reaction-bg":"rgb(242, 242, 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