Budget templates are created by your e-Builder Administrator and are used to quickly apply budget line items when creating your budget. Even if a budget template does not have all or may have more budget line items than you may need, they can save you a great deal of time. Line items from budget templates can always be edited after they have been applied. If you wish to create or modify a budget template, contact your e-Builder Administrator. For more information, see Working with Budget Templates.
To apply a budget template
- Go to the Budget Details page.
- Click Apply Template.
- Click the name of the template you want to apply.
- Click Continue.
For more information, see Access the Budget Details Page.
The Apply Template page is displayed.