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Create a new Release based on a budget
Create a new Release based on a budget

Use the budget of a previous Release to create a new Release

Tech Support avatar
Written by Tech Support
Updated over a week ago

It is common for a Title* to have multiple Releases* that have very similar budgets.

For example, if your Title is a magazine, and each Release is an issue of that magazine, those Releases will each require roughly the same amount of writing, editing, artwork, and other contract services.

In this situation, rather than create a new Release from scratch, it's more efficient to create it from the budget of a previous Release.

  1. Go to the Releases screen, click on the name of the Release with the budget you want to base your new Release on,

  2. Choose “Create Release Using This Budget” from the master drop-down menu. This will open the “Create Release Using an Existing Budget” pop-up.

  3. Enter a name for the Release. (This is required.)

  4. Choose the Title associated with the Release from the "Title" drop-down menu. (Also required.) Note: By default, the Title is the same as the original Release.

  5. Assign a Release code to the Release. This is internal within your organization, and could a product code, serial number, or whatever you need it to be.

  6. Assign a key date to the Release. This date is for internal use within your organization, and may represent whatever publishing, shipping, or other date you need. Note that Deliverables associated with this Release have their own due dates.

  7. Enter a Description for the Release.

  8. Click the “Create Release” button to close the pop-up and create the new Release with a budget duplicated from the original Release.

*Note that while "Title" and "Release" are the default terms in AWEbase, your organization may have customized one or both of these terms to better reflect your business. For example, "Title" might be "Product Line" or "Department" for you, and "Release" might be "Product" or "Project."

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