Downloading the budget (from Jobs)
Adaptive allows you to download your budget details, including:
Actual costs to date: Your internal costs.
Drawn to date: Funds received from the bank loan.
Start from the job Budget tab:
Click Download.
In the Download window, of the three options, choose Draw schedule + transactions (XLSX). That file includes these sections in spreadsheet form:
Budget
Costs to date
Change log (tracked changes)
Download the client-facing budget (optional — Revenue budget only)
This section is only for exporting the client-facing revenue budget from a draw.
You do not need to turn on Revenue budget to download your internal budget from the job Budget tab (for example Draw schedule + transactions as XLSX), or to use other download options elsewhere in Adaptive.
Use this flow when:
Revenue budget is enabled on the job, and
You want a draw export that shows what the client sees: their revenue budget and drawn-to-date / related costs, not your full internal budget.
Enable Revenue budget (only if you use this client-facing export):
Jobs → choose the job → Edit → turn on Revenue budget.
Download that client-facing budget from a draw:
Jobs → job → Draws → choose a draw → Export draw.
In Download, choose Budget.
Optional: Changes and Transaction backup.
Download and open the file.
What’s in this export: The client-facing view: their budget and their costs (your draws). With Changes and Transaction backups, you also get a changes summary and bill/receipt images.
Alternate method: transaction backups (from Bills)
You can filter and download bills that are drawable and billable to your client.
Go to Jobs.
Filter by job: Open Filter, type the job name, select Job.
Filter by billable status — Billable: Filter → Billable status → Billable.
Filter by billable status — Has been billed: Filter → Billable status → Has been billed.
Download:
Select all bills in the list using the checkboxes.
Click Download.
Choose Download selection.
In the Download window, select Backup (PDF).
Click Download.
Open the downloaded file.
What you’ll see: A text list of all billable bills and image copies of each transaction.
Downloading specific bills for a specific cost code
On the job Budget tab, click the Actual costs to date amount for any cost code / line item.
A popup shows all bills assigned to that cost code.
Click Download.
Choose Backup (PDF).
Open the downloaded file.
What you’ll see: A list of all bills for that cost code and image backups for each bill.
If you have any questions or want to share feedback, feel free to reach out at [email protected].