Edit Budget Template Details

After a budget template has been created, you can edit just the details of the template, such as the name, status, description and formula. In addition, you can further modify the entire template by adding or importing line items. Below is a procedure that takes you through doing either, from the Budget Template Details Page. For a full description of all the fields located on this page, see Budget Template Details Page Overview.

To edit budget templates

  1. Go to the Budget Template page.

    2. For more information see Access Budget Template Page.

  2. Click the name of the template you want to modify.

    3. The Edit Budget Template page is displayed.

  3. Click Edit Details to edit any of the following details:
    • Template Name
    • Status
    • Description
    • Budget Line Items Details

    —Or—

    Add template line items by doing the following:

  4. Enter an account code in the Account Code field.
  5. Enter a description for the budget template in the Description field.
  6. Click Add.
  7. Optional: You can also take any of the following actions from this page: