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 create a project's budget by copying another budget?Use an existing budget, from any project, as a template for the current project.

Where Bim Project › Template button

Before you start

BIM User profile.

How do I create a project's budget by copying another budget?

Steps

  1. Open the project that will receive the budget.
  2. Click Template in the header.
  3. In Budget Template, choose the budget you want to copy.
  4. Type the Desription the new budget will have.
  5. Click Continue: the new budget opens, already recalculated.
Site note

The copy comes out clean of certification: the stages are removed from the measurements, and the certified percentages, quantities and amounts are removed from the items.

It is the fastest way to reuse a standard budget (detached house, warehouse, bathroom renovation...) in new projects.

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