Budget Creation Template
Align teams during the budget creation process.
best for
Finance
key features
Task planning
Prioritization
Pipeline management
What is a budget creation template?
The budget creation template allows you to manage, approve, or reject budget proposals and requests from a single unified location.
What does the budget creation template include?
Board
The Board view provides a Kanban-style visualization of your working process and the status of each task. This allows you to track, organize, and prioritize tasks across columns that represent your workflow.
List
The List view sorts all your project’s work into a single list that can be quickly scanned and sorted by field. You can also use the list to add, edit, and view tasks in your project.
Forms
Easily collect information and capture work requests from other teams or stakeholders in your organization. Create different types of forms to receive different types of work from your stakeholders.
Workflows
No matter the complexity of your processes, create customizable workflows with statuses and transitions that map to any style of work.
Automations
Use no-code or custom automation rules to support important and frequent actions in your processes, so you don’t miss a single step.
Progress tracking
Track each step, gather feedback from your team, and tailor the budget creation workflow to your team’s process.
Clear ownership
Assign team members and deadlines to each task. Easily prioritize task by filtering by status.
Timeline visualization
With calendar and timeline views, your team can see upcoming deadlines and stay on top of changes.
How to get started with the budget creation template
This template uses Jira to help your team manage your budget creation process.
