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Creating and editing budget templates

An annual, monthly, weekly or daily budget can only be reset to its starting value at the end of the period if a budget template is applied to the budget.

Budget templates serve two purposes:

• They specify the reset values for the Check budgets scheduled task. When this scheduled task is run, the budgets are reset to the values specified in the appropriate budget template.
• They make it easier to specify budgets for individual objects. For example, if the same budget should apply to a number of users, you can create a budget template and then apply the template for each user. You do not have to specify the budget for each individual user.

1. On the Company Administration page, click the link Budget templates.

   The Budget templates list is displayed.

2. Click:
   • the New entry button to create a new budget template
   • to edit an existing budget template

     Tip: You can automatically create a budget template when you create the budget on the details page of the corresponding object. See Defining budgets for more information.

3. The Budget template page is displayed. Select the menu item Help to display detailed information about this page.
4. Make the necessary changes.

   Note: If you want to reset the budget to its starting value at the end of the period, you must activate the appropriate Use ... budget check box.

5. Click Save.

See also Defining budgets Viewing and editing budgets Settings for budgets