> For the complete documentation index, see [llms.txt](https://docs.buildertek.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.buildertek.com/budget/budget-creation.md).

# Budget Creation

BuilderTek provides two ways to create a new budget. You can create a budget directly from the Budget Module or create it from within a Project.

Both methods open the same budget creation process, but creating a budget from the Project automatically associates it with that project.

## Option 1: Create a Budget from the App Launcher

Use this option when you want to access the Budget Module directly.

{% stepper %}
{% step %}

### Open the App Launcher

* Click the nine-dot menu in the top navigation bar.
  {% endstep %}

{% step %}

### Search for Budgets

![](/files/36ed3376ac9b5182e882ff20a60b6bd3a6062680)

* Use the search bar and type Budget.
* Select BT Budget from the search results.
* The Budget Module will open in a new tab.
  {% endstep %}

{% step %}

### Start a New Budget

![](/files/8f984b0ab10d48bbec62235d61503ee097690618)

* Click the "New" button in the top-right corner of the screen.
* A new pop-up window will open, where you can begin creating your budget.

![](/files/5da0a48c6ae333c617dbad32eb3f559014da2672)
{% endstep %}
{% endstepper %}

## Option 2: Create a Budget from a Project

This is the recommended approach when you are already working within a project, as the new budget will automatically be associated with that project.

{% stepper %}
{% step %}

### Open the Project

Open the project for which you want to create the budget.

![](/files/7fc82fec384706f0bf17e3201dc238c3cd8bcc60)
{% endstep %}

{% step %}

### Open Budgets

From the Project Dashboard, locate Quick Links on the right side of the screen.

Click Budgets to open the Budget Module associated with the project.
{% endstep %}

{% step %}

### Start a New Budget

Click the "New" button at the top of the Budget screen.

![](/files/8f984b0ab10d48bbec62235d61503ee097690618)

A new pop-up window will open to begin creating the budget.

![](/files/cb49e250fc17e322aeff04924f0fdba7609c3841)
{% endstep %}
{% endstepper %}

{% hint style="info" %}
When you create a budget from the Project, BuilderTek automatically associates the new budget with that project. When you create a budget from the App Launcher, you will need to select the relevant Project, Customer Account, and other required details.
{% endhint %}

## Fill in the Budget Details

Enter the required information for your new budget:

![](/files/296342f80f6f9f060a3554a14fc1cea5b4ce8fc7)

* **Budget Name** – Enter a name that clearly identifies the budget.
* **Associated Project** – Select the project this budget belongs to. If the budget was created from the Project Dashboard, this may already be populated.

### Import Budget Lines

You can also import budget lines from a Primary Budget available in BuilderTek. This allows you to start with a predefined budget structure instead of adding every line manually.

Once you have entered the required details and selected a Primary Budget, if applicable, click "Save."

### Outcome

Your new budget is now created and ready for you to start adding and managing its budget lines.

![](/files/8d7bedd997163f3c535148333fb6c4c0eaa504dd)


---

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