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Pull from breakdown and categories

The budget is built from your breakdown: props, wardrobe, characters, locations, and other elements become line items in budget categories. Use Pull from breakdown to create or refresh lines from the breakdown, and Manage categories to add or organize budget categories (e.g. Above the Line, Cast, PROPS, Wardrobe).

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Where to find the budget

Production → Budget. The first time you open the budget (or when it is empty), the app may run Pull from breakdown automatically so lines are created from your tagged elements and cast.

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Pull from breakdown

Pull from breakdown creates one budget line per breakdown element that does not already have a line:
  • Items (props, wardrobe, set dressing, vehicles, stunts, SFX, VFX, etc.) are mapped to budget categories by type (e.g. props → 38.00, wardrobe → 09.00). If an item has a Cost card on its board, estimated/actual/paid from that card are used for the new line.
  • Characters become cast lines in the Cast category (10.00). Name and rate come from the character’s Cast Member card when present; work days can come from the schedule (DOOD days) if you use Use DOOD days on the line. See Day Out of Days (DOOD) for how those days are calculated and how hold-days factor into cast cost.
  • Locations become lines in the Locations category (11.00 or 93.00 depending on template).
  • Equipment (cameras and lenses from Production → Equipment) become lines in the Camera Equipment category (45.00) when that category is on your budget; otherwise they fall under Other / Miscellaneous (16.00). Camera and lens rentals are not placed under PROPS (38.00), which is for property-department items. Estimated amount and unit (per day vs flat) come from each equipment’s optional rental cost and “Cost is per day” setting.
Run Pull from breakdown again after you add or change breakdown content (new props, characters, locations, or equipment) so new elements get lines. Existing lines are not overwritten; only new sources get new lines.

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Manage categories

Use Manage categories to see a full list of standard categories (from the budget template) and add any of them to your budget. Categories have an account code and name (e.g. 10.00 Cast, 38.00 PROPS, 09.00 Wardrobe). Once a category is added, you can add manual lines to it (lines not linked to a breakdown element) via Add line in that category.

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Adding manual lines

If you need a budget line that is not tied to a breakdown element (e.g. a general “Misc” or “Contingency” line):
  1. Ensure the right category exists (add it via Manage categories if needed).
  2. In that category’s section, click Add line.
  3. Enter name, unit, quantity, rate, estimated amount, and any other fields. Save.
Manual lines stay in the budget until you delete them. They do not sync with a board Cost card.

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After pull or add

Lines appear under their category with estimated, actual, and paid amounts. You can edit amounts, link cast lines to schedule days (Use DOOD days), and assign fringe types. Lines that came from the breakdown stay linked to their source so edits on the item’s Cost card and on the budget line can sync. See Line items and board sync for editing and unlinking. More: Budget, Line items and board sync, Fringe and export.