Many teams keep a reference (template) job with the category structure and budget they want to reuse. You can copy categories directly in Adaptive, then bring over budget lines and amounts by exporting the template budget and importing it into the new job.
Step 1: Build your template job
Create a job in Adaptive and name it something clear (for example “Template job”).
Turn on Categories (under Budget customization on the job) and set up the category list you want to reuse.
Build the budget on that job—cost codes, categories as needed, and starting budget amounts.
Step 2: Copy categories into a new job (in Adaptive)
Budget lines are not copied by this action—only the job’s category list.
1. Create the new job in Adaptive (or create it in QuickBooks first if that’s your workflow, then open it in Adaptive).
2. Open the new job’s settings.
3. Under Budget customization, turn Categories on
4. Click Manage categories.
5. Click Copy from another job.
6. In Copy categories from a previous Job, select your template job, then click Submit.
7. Click Save to finish.
Step 3: Copy the budget (lines and amounts) with export and import
To move budget lines and amounts from the template to the new job, use a file:
On the template job, download / export the budget file (same export you use today for budgets).
Save the file.
On the new job, run your usual budget import and choose that file.
Map the fields your import expects (for example Cost code, Category, Budget amount—match whatever your import screen asks for).
Review the imported lines, fix anything that shouldn’t have come over, then complete the import.
After import, spot-check the Budget screen so amounts and lines match what you intended.
If you have suggestions or need further clarification, feel free to reach out to us at [email protected].