Budget templates allow you to pre-load budget line items for project managers to use when creating their budgets. Creating budget templates has many benefits that include saving time, being able to reuse and modify budget line items when necessary, reducing the margin for error and speeding up the budget creation process for the project manager. Additionally, you can leverage the budget template to add cash flow templates. For more information on cash flow templates, see Cash Flow Templates.
The topics listed below will help guide you when working with budget templates:
- Access Budget Template Page
- Working with Budget Templates
- Import Budget Template Line Items
- Add/Edit Template Line Item Formulas
Related Topics: