Step 1: Create a Template Job
Start a New Job:
In Adaptive, create a new job and name it something like "Template Job".
Set Up the Budget:
Add the desired cost codes to the budget.
If applicable, include relevant categories.
Input starting budget amounts for each category or cost code.
Step 2: Export the Template Budget
Once your template job is fully set up:
Download the budget file for the job.
Save the exported file for use when creating new jobs.
Step 3: Create a New Job and Import the Budget
Create a New Job:
Start a new job in Adaptive (or directly in QuickBooks if preferred).
Use a placeholder name like "New Job for Importing", or input the actual job name.
Import the Template Budget:
Select the downloaded budget file from Step 2.
Map the fields:
Cost Code
Category
Budget Amount
Clean Up Unnecessary Data:
Review the imported data.
Remove any irrelevant or duplicate fields before finalizing the import.
Finalize:
Complete the import process.
The new job now mirrors the setup from your template job.
Summary
This process effectively replicates job templating by enabling you to reuse budget configurations. While Adaptive plans to introduce full templating functionality in the future, this workaround has proven effective for many users.
By following these steps, you’ll save time and ensure consistency across your jobs.
Feedback or Questions?
If you have suggestions or need further clarification, feel free to reach out to us at [email protected].