Print a Budget Mail Merge Template

A mail merge template is a Microsoft Word® or PDF® print out of the cost data currently in view. Mail merge templates can be generic, providing just the data currently in view, or custom. If a template has not been created for your project, a generic printout opens. Custom templates provide additional cost data. These templates are created by your e-Builder Administrator and can be tailored with field mappings to capture very specific cost information. For more information, see Budget Templates.

To generate a budget mail merge template

  1. Open Budget Details Page.
  2. Go to any section of the budget data that you want to print.

    3. For instance, the Budget Line Items tab, Budget Changes tab etc.

  3. Click Mail Merge.

    4. If more than one mail merge template is available the Mail Merge Templates dialog box displays for you to choose your preferred template.

    Mail Merge Templates dialog box
  4. Click the Please select a mail merge template drop-down arrow and make a selection.