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Budget template - Details
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or On this page you can edit or delete a budget template or create a new template. Budget templates are used to reset budgets to their starting value. See Budget templates for more information.
Note: You can only delete a budget template completely if it is not assigned to any other object. Deleted budget templates are indicated by the icon 
.
Enter the following information:
Option |
Description |
|---|---|
Budget name |
Name of the budget template. This name is automatically assigned if you created the template by activating the option Automatically create template when you created a new budget. |
Currency |
Currency in which the total, yearly, monthly or daily budget is specified. |
Client company |
Name of the company that is responsible for administration of the budget template. |
Annual budget Monthly budget Weekly budget Daily budget |
Enter the respective start values in these fields. These are the values to which the budgets will be reset at the end of the corresponding time period. Note: A budget is only reset if you also activate the option Use ... budget. |
|
Activate this option if the budget should be reset at the end of the corresponding time period. If you do not activate this option, the respective budget is not enforced. |
use ... budget