In Clocktimizer you can create budget templates to help you start tracking new budgets more efficiently.
Step 1: First, create a budget either from scratch or by comparing a few matters in the fee comparison. You can read about how to create budgets here:
Step 2: Once you have created a budget that you would like to use as a template going forward, navigate to the top right-hand side of the screen and click "Mark as template".
Note: You can only mark an unattached budget as a template:
Step 3: If you are happy with the layout of the budget template, click OK after receiving the notification below:
Step 4: You will now see the budget template in the list of Budgets:
Step 5: To use the template for a new project, open the template and click "Clone" in the top right-hand corner:
Step 6: Name the new budget and attach it to a matter or a client to continue tracking a budget as the usual: