Run budget template

To add data to a new budget template or update an existing budget template with new data, you must run the budget template.

In order to do so:

  1. 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.
    • (In List view) Double-click the budget template in the list.
  2. Click  to select/edit the relevant parameters for the budget template.
  3. Click Run. The budget template is updated.