Templates: Build Once, Use Endlessly

Copy, Edit, Repeat

Creating budgets from scratch can be time-consuming — and repetitive. Why not use software tool that is pre-populated with comprehensive record types to remove manual creation and calculation. Template Creation helps you streamline your budgeting process and maintain consistency across forecasts.

With the copy forecast feature, you can take any existing budget — with or without its values — and turn it into a reusable template. This means you no longer need to start from zero each time you plan for a new period, department, or project.

Key benefits include:

⏱ Save Time:

Quickly generate new forecasts without rebuilding from scratch.

✅ Ensure Consistency:

Standardize your budgets across departments, branches, or business units.

🔄 Reuse and Adapt:

Use the same template repeatedly, adjusting only the figures you need.

📊 Improve Accuracy:

Reduce the risk of errors by starting from a proven structure.

🌱 Scalable Planning:

Easily expand your planning process as your business grows.

Whether you’re preparing monthly budgets, rolling forecasts, or annual plans, Template Creation makes the process faster, easier, and more reliable.