BIM 2.0Odoo 19

Process manual

Search for what you want to do and follow the steps. Each process shows where it is in the menu, what you need first and which mistakes to avoid.

The life of a project

Budgets

How do I duplicate a budget to make a new version?Create a full copy of the budget in the same project, with a numbered name V1, V2, V3...

Where BIM › Home › Projects › Budgets

How do I duplicate a budget to make a new version?

Steps

  1. Open the budget you want to copy.
  2. Open the Actions menu (gear icon) and click Duplicate.
  3. The program creates a new budget with its own Code and the name followed by V1 (if it already ended in V1, it becomes V2, and so on).
  4. The copy includes chapters, items, resources, measurements and spaces, and the same Template H.D.
  5. Review the copy and click UPD.
Warning

Budgets of type Certification cannot be deleted: the program prevents it.

Site note

If you only want to save a snapshot of the budget so you can go back without creating another budget, use the history snapshots.

To copy a budget from another project into the current project, use the project's Template button.

Documented version: BIM 2.0 (base_bim_2 19.0.19.04.2026) · Odoo 19