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Budget Blueprints

Standardize financial planning by creating reusable budget templates.

Overview​

Budget blueprints are pre-configured templates containing common categories, financial assumptions, and linked catalogs. Using blueprints ensures consistency across your organization and reduces planning time.

Why Use Blueprints?​

✅ Consistency — Maintain the same budget structure for all projects of a specific type
✅ Speed — Quickly generate complex budgets without manual data entry
✅ Completeness — Ensure essential costs (like tax or contingency) are never forgotten
✅ Refinement — Improve templates over time based on actual project outcomes

Viewing Blueprints​

  1. Navigate to Budget Estimator → Blueprints
  2. Use the filter tabs to view by type:
    • All — See all blueprints
    • CapEx — Capital expenditure blueprints
    • OpEx — Operational expenditure blueprints
    • Service Revenue — Revenue blueprints

[!NOTE] The Blueprints section is only visible if your role has the budgetBlueprints capability enabled.

Creating a Blueprint​

  1. Click Create New Blueprint
  2. Define the Name, Budget Type (CapEx, OpEx, or Service Revenue), and financial parameters (e.g., default sales tax or contingency rates)
  3. Optionally link the blueprint to specific Budget Catalogs

Blueprint Tabs​

Each blueprint has two configuration tabs:

TabDescription
Base InformationBlueprint name, type, financial parameters, and linked catalogs
Change HistoryAudit log of all changes made to the blueprint

Using Blueprints in Budgets​

When creating a budget, select a blueprint in the Basic Information step to auto-populate settings, catalogs, and financial parameters. You can modify any of these after they are applied.

Note: Customizations made to a project budget do not affect the original blueprint.

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