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Using Templates in Saturation.io to Streamline Your Budgeting Process
Using Templates in Saturation.io to Streamline Your Budgeting Process

Learn how to utilize pre-built & custom templates in Saturation.io to save time and create a solid starting point for your budgeting needs.

James Bowman avatar
Written by James Bowman
Updated over a week ago

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

Saturation Film Budgeting 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.

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.

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.

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