From this page you are able make changes to the details of the budget template and also to any formulas and custom fields that might exist.
Fields and Buttons
The fields and buttons located on this page are:
- Save: Click this button to save your changes.
- Cancel: Click this button to return to previous page and cancel any changes you may have made. All unsaved changes will be lost.
- Name: Enter the name of the template in this field.
- Status: Set the status of the template by selecting either the Active or Draft radio buttons. Active templates are automatically available for use and draft templates are not available in the user interface.
- Description: Enter a description for the template in this field.
- Segment To Override When Applied: If there are cost code segments that are configured to be overridden in this template, then this field displays along with the name of the segment that is being overridden. For more information on this feature, see Add Budget Template Page Overview Segment to Override field description. You will notice that the overridden segment displays as xxx in the line item column located in the Budget Template Line Item section below this field.
- Budget Template Line Items: This section displays all available budget line items in this template. The Description and Allow Charges fields can be modified. To make changes to formulas, click the Edit link. For more information, see Add/Edit Line Item Formula.
- Budget Template Custom Fields: If available, budget template custom fields display in this section and can be modified.