Open budget template

When you open a new budget template, it contains no data. You must first enter the relevant parameters (such as period, scenario and department) and click Run to generate the budget template.

Open the budget template using one of these methods:

  • Click  on the budget template thumbnail.
  • Select the budget template in the list, and click  Open.
  • Double-click the budget template in the list.

The following options are available:

Button Name Description
Parameters Click  to select/edit the relevant parameters for the budget template.
Run Click here to generate the budget template. See Run budget. All generated budget templates can be viewed in the History dialog.
Save data Click here to save any changes you have made to the budget template.
Publish Click here to publish the budget template. This option is only available if the budget template is a draft (). See Publish budget template.
Edit Click here to edit the budget in Report Designer. See Edit budget template.
Assign Click this button to assign the budget template to one or more users. See Assign budget template.
Delete Click here to delete the most recent version of the budget template.
Export to Excel Click here to export the budget to Excel.
Print Click here to print the budget. See Print budget.
History Click here to view the budget history. See View budget history.
Close Click here to close the budget template. If you have made any changes to the budget template, a dialog will ask you to confirm.