Saturation

This article will guide you through the features and best practices for using comments in Saturation.

Comments and Collaboration in Saturation

Notes help you add context and instructions to any account in your budget. You can add them to individual accounts or the top sheet.

Project Notes

Keep your workspace organized by moving completed or inactive projects out of your main view while preserving all project data.

Archive and Restore Projects

Create fully customizable PDF reports with Saturation's new PDF Builder — featuring drag-and-drop layouts, dynamic variables, reusable templates, and the ability to include attachments like receipts and invoices alongside your…

Create customized reports using the PDF Builder in Saturation

Enable shared rate libraries for your workspace, create custom packs, and apply rates while building a budget.

Rate packs (Saturation 3.0)

Enable incentive packs for your workspace, then add the programs you need to each project.

Incentives (Saturation 3.0)

Use phases to compare estimates, commitments, actual spending, and calculated results in one budget.

Phases (Saturation 3.0)

Set a base currency for each budget phase, enter estimate lines in other currencies, and convert actual spending without changing the original transaction amount.

International currency support (Saturation 3.0)

Use reusable values in budget formulas and define the units your productions use. In Saturation 3.0, Globals and Units are dedicated Library panels rather than inline-only budget controls.

Globals and formulas (Saturation 3.0)

Saturation uses a status lifecycle to show where a purchase order is in review, approval, payment, and closeout. The status controls which actions and fields are available.

Purchase Orders (Saturation 3.0)

See purchase orders you have promised but not yet paid beside your Estimate and Actual costs.

Use a Committed budget phase with purchase orders (Saturation 3.0)

Create a project and build its budget across phases.

Set up your budget (Saturation 3.0)

Add payroll taxes, union benefits, insurance, and other labor burden costs to a budget.

Fringes (Saturation 3.0)

Markups add a calculated amount to a budget. They can represent production fees, insurance, administrative charges, discounts, contingencies, or another cost that depends on part of the budget.

Markups (Saturation 3.0)

Budget views save a focused version of the Budget Sheet. A view can preserve its layout, account scope, filters, columns, and visible phases, then give teammates or external reviewers a…

Share a budget view and collaborate (Saturation 3.0)

The Overtime Calculator adds overtime to an estimate line from the line's rate, base hours, and one or more overtime tiers. You can also choose whether the overtime amount is…

Overtime (Saturation 3.0)

Keyboard shortcuts let you navigate accounts, add budget rows, edit cells, and collaborate without leaving the keyboard.

Master keyboard shortcuts for budgeting (Saturation 3.0)

Saturation 3.0 can export the budget you are viewing as a CSV file, an Excel workbook, or a JSON file. CSV and Excel exports follow the current budget view, including…

Export a budget (Saturation 3.0)

Tags label related budget rows so you can filter, total, and review them together. Saturation 3.0 uses tags with budget filters and saved views.

Use tags and saved views (Saturation 3.0)

Learn how to export your budget or actuals in Saturation as a customizable PDF, featuring various layout and content options.

Exporting Your Budget as a PDF in Saturation (Saturation 2.0)

Budgeting

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