{"title":"Create new budget template","url":"https://docs.vismasoftware.no/onestopreporting/budgeting/budget/create-budget/","link":"/onestopreporting/budgeting/budget/create-budget/","description":"Create a new template, choose company and name, then open Designer.","content":"\u003cp\u003eThis procedure describes how to create a budget template from scratch.\u003c/p\u003e\n\u003cp\u003eTo create a budget template:\u003c/p\u003e\n\u003col\u003e\n\u003cli\u003eClick \u003cstrong\u003eBudgeting\u003c/strong\u003e.\u003c/li\u003e\n\u003cli\u003eClick on the button with three dots \u003cstrong\u003e\u0026hellip;\u003c/strong\u003e\u003c/li\u003e\n\u003cli\u003eClick \u003cstrong\u003eNew\u003c/strong\u003e. The \u003cstrong\u003eNew budget\u003c/strong\u003e dialog is displayed.\u003c/li\u003e\n\u003cli\u003eSelect a company. Data from this company will be used in your budget template.\u003c/li\u003e\n\u003cli\u003eEnter a name in the \u003cstrong\u003eBudget name\u003c/strong\u003e field. Use a logical name for the budget template to make it easy to identify.\u003c/li\u003e\n\u003cli\u003eClick \u003cstrong\u003eCreate\u003c/strong\u003e. The budget template is added to the list, and has \u003cstrong\u003eDraft\u003c/strong\u003e status (\u003cimg src=\"/onestopreporting/shared-images/img/en/icon_report_draft-1.png\"\u003e).\u003c/li\u003e\n\u003cli\u003eSelect the budget template in the list and click \u003cimg src=\"/onestopreporting/shared-images/img/en/btn_edit.png\"\u003e \u003cstrong\u003eEdit\u003c/strong\u003e to open it in \u003cstrong\u003eReport Designer\u003c/strong\u003e.\u003c/li\u003e\n\u003c/ol\u003e\n\n    \u003cdiv class=\"admonition admonition-note\" role=\"note\"\u003e\n    \u003cdiv class=\"admonition-title\"\u003e\n        \n        Note\n        \n    \u003c/div\u003e\n    \u003cdiv class=\"admonition-body\"\u003e\n        \u003cp\u003eIf you have () selected a \u003ca href=\"./../manage-categories-in-budgeting\"\u003ecategory\u003c/a\u003e or categories, when you create a new budget template, the new budget template will automatically be added to that category or categories.\u003c/p\u003e\n    \u003c/div\u003e\n    \u003c/div\u003e\n\n","children":[]}