Edit budget template

When you have created the budget template, you may have to edit the contents before publishing and assigning it.

In order to do so:

  1. Click Budgeting.
  2. Select a budget template in the list.
  3. Click  Edit. The budget template opens in Report Designer.
    Note: If you have selected more than one budget template, the Edit button is not available.
  4. Edit, save and close the budget template.

See Create budget template in Report Designer for more information.