Templates in Saturation.io are designed to save you time and provide a solid starting point for your budgeting process. Instead of starting from scratch, you can choose from pre-built community templates or create your own to share within your workspace.
Step 1: Understand the Benefits of Templates
Templates serve as a foundation for your budget, allowing you to begin entering data into charts of accounts more efficiently. They are especially useful for film and entertainment-related budgeting projects.
Step 2: Access Available Templates
You can find templates by clicking on "Templates" in the workspace menu or selecting "Create from Template" when creating a new project.
Step 3: Choose a Template
Browse through various pre-built community templates or choose from workspace templates shared by your team members. Most templates cater to film or entertainment-related budget projects.
Step 4: Create a New Project Using a Template
When starting a new project, select "Create from Template" and choose the desired template. Note that templates can only be applied to new projects and not existing ones.
Step 5: Customize Your Template
After applying a template to your project, you can fully customize and modify it to fit your specific needs. Adjust the charts of accounts or any other aspects of the template as required.
Edit Your Template
To update an existing template:
Click the Templates button in the toolbar.
Hover over the template you want to edit.
Click the three dots in the top-right corner of the template tile and select Edit Template.
Make any changes you need within the template editor.
When you're finished, click Publish new version to save and apply your changes.
Benefit from Unlimited Template Usage
There are no limits on using templates, even for users on the free "Creator Plan." However, keep in mind that the Creator Plan allows for only one project. To enjoy the benefits of multiple projects, consider upgrading your plan.
Share Templates with Your Workspace
If you have company-specific templates or standards, you can upload them as workspace templates for all workspace users to access and use.
Create templates from Projects
You can turn any existing project into a reusable template, saving time when starting similar projects in the future.
To create a template from a project:
Navigate to your project dashboard
Click the three-dot menu (⋮) on the project card you want to convert
Select "Make Template" from the dropdown menu
Your project is now saved as a template and will appear in your template library
What gets saved in the template:
Budget structure and account hierarchy
Fringes configuration
Global variables
Phase setup and naming
What doesn't get saved:
Actual costs and transactions
Vendor/contact names and rates (optional - you can choose to include or exclude)
Project-specific notes and comments
Tip: This is particularly useful when you frequently work on similar types of projects (commercials, episodic TV, corporate events, etc.) and want to maintain consistency in your budget structure without starting from scratch each time.
Once created, you can access your custom templates when creating a new project by selecting them from your template library.
By leveraging the power of templates in Saturation.io, you can streamline your budgeting process and create a more efficient workflow for your financial management tasks. Don't hesitate to explore the various templates available or create your own to cater to your unique project requirements.