Creating and Revising Budgets

Pipeline allows you to easily make multiple budgets for a project as we understand the client often wants to see different options before proceeding with a job.

Creating a Budget

Once in Paperwork, click on “Create Budget”. A modal will appear asking you to name your budget, and to choose a template. If you don’t want to use any template, just choose “Blank Template”. Then click CREATE.

Creating a Budget Revision

If you need to make a revision of your budget based on a current budget, simply go to the Paperwork page, and click “Create Revision”. You’ll be immediately taken to the Budget page with a new version of your old budget, ready to be edited.