Budget Catalogs

Reusable libraries of budget items that save time and ensure consistency.

What are Budget Catalogs?

Budget Catalogs are collections of pre-configured budget line items that can be reused across multiple budgets.

Think of catalogs as:

• Libraries of common budget items
• Templates for standard costs
• Pre-configured items you can pick from

Why Use Catalogs?

✅ Save time — Don't recreate the same items repeatedly
✅ Ensure consistency — Use same descriptions and prices
✅ Maintain standards — Company-approved items
✅ Easy updates — Change in catalog updates all future uses

Catalog Types

Catalogs are organized by budget type:

• CapEx — Capital expenditure items (construction, equipment, technology)
• OpEx — Operational items (salaries, utilities, supplies, maintenance)
• Service Revenue — Revenue items (consulting, management, training services)

Viewing Catalogs

1. Go to Budget Estimator → Catalogs
2. Choose catalog type:
   • All — See all catalogs
   • CapEx — Capital expenditure catalogs
   • OpEx — Operational catalogs
   • Service Revenue — Revenue catalogs

Creating a Catalog

1. Click Create New Catalog
2. Fill in catalog details:
   • Name
   • Type (CapEx, OpEx, or Service Revenue)
   • Description
3. Click Create

Adding Items to Catalog

1. Open a catalog
2. Click Add Item
3. Fill in item details:
   • Name
   • Category
   • Description
   • Default Unit Cost
   • Unit of Measure (each, sq ft, hour, etc.)
4. Click Save

Catalog Item Details

Each catalog item can include specific financial and operational data:

Field	Description
Item Name	The name of the item.
Category	The grouping category for the item.
Sub-Category	Additional grouping layer.
Unit Cost	The cost per unit.
Initial Cost	One-time initial cost.
Cost Per Period	Recurring cost value (if applicable).
Cost Period	Frequency of cost (Day, Week, Month, Year, etc.).
Quantity Unit	Unit of measure (e.g., Each, Sq Ft, Hours).
PAR Level	Periodic Automatic Replacement level (inventory threshold).
Multiplier	Factor applied to the cost.
Sales Tax %	Applicable tax rate.
Lead Time	Time required for procurement (Days/Weeks/Months).
Vendor Part #	Supplier's reference number.
Manufacture Part #	Manufacturer's reference number.
Distributor Part #	Distributor's reference number.
Requires Procurement	Flag indicating if purchasing workflow is needed.
Taxable	Flag indicating if sales tax applies.
Payable To	Designated payee entity.
Related items	Links to Related CapEx Item or Related Tasks.

Using Catalog Items in Budgets

1. While creating a budget
2. Click Add from Catalog
3. Browse or search catalog items
4. Select items to add
5. Adjust quantity (price can be modified)
6. Click Add to Budget

Items added from catalogs come with pre-filled descriptions, default unit costs, and category assignments.

Managing Catalog Items

Editing Items

1. Open catalog
2. Click on item
3. Modify details
4. Click Save

Note: Changes apply to future budget uses only, not existing budgets.

Catalog Tabs

Each catalog has the following views:

• Overview — Catalog details and items
• Change History — Track changes made to the catalog

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Related:

• Creating a Budget - Use catalog items
• Budget Items - Managing budget line items
• Budget Blueprints - Budget templates
• Budget Estimator Overview - Module overview