{"title":"Edit budget template","url":"https://docs.vismasoftware.no/onestopreporting/budgeting/budget/edit-budget/","link":"/onestopreporting/budgeting/budget/edit-budget/","description":"Open the template in Designer for editing.","content":"\u003cp\u003eWhen you have created the budget template, you may have to edit the contents before publishing and assigning it.\u003c/p\u003e\n\u003cp\u003eTo do so:\u003c/p\u003e\n\u003col\u003e\n\u003cli\u003eClick \u003cstrong\u003eBudgeting\u003c/strong\u003e.\u003c/li\u003e\n\u003cli\u003eSelect a budget template in the list.\u003c/li\u003e\n\u003cli\u003eClick the \u003cstrong\u003eThree dots\u003c/strong\u003e \u003cimg src=\"/onestopreporting/budgeting/budget/edit-budget/img/no/word-image-4775-3.png\"\u003e in the top right corner of the budget card\u003c/li\u003e\n\u003cli\u003eChoose \u003cimg src=\"/onestopreporting/budgeting/budget/edit-budget/img/en/word-image-1356-1.png\"\u003e \u003cstrong\u003eEdit\u003c/strong\u003e from the drop down meny. The budget template opens in Report Designer.\u003c/li\u003e\n\u003cli\u003eEdit, save and close the budget template.\u003c/li\u003e\n\u003cli\u003eClick \u003cimg src=\"/onestopreporting/budgeting/budget/edit-budget/img/en/word-image-1356-2.png\"\u003e \u003cstrong\u003ePublish\u003c/strong\u003e to publish your changes.\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 more than one budget template, the \u003cstrong\u003eEdit\u003c/strong\u003e button is not available.\nSee \u003ca href=\"./../create-budget-template-in-report-designer\"\u003eCreate budget template in Report Designer\u003c/a\u003e for more information.\u003c/p\u003e\n    \u003c/div\u003e\n    \u003c/div\u003e\n\n\u003ch2 id=\"edit-budget-template-that-is-part-of-a-workflow\" class=\"group\"\u003eEdit budget template that is part of a workflow\u003ca class=\"prose-heading-self-link\" href=\"#edit-budget-template-that-is-part-of-a-workflow\" aria-label=\"Heading self-link\"\u003e\u003c/a\u003e\n\u003c/h2\u003e\n\u003cp\u003eIf the budget template you want to edit is part of a workflow, you will receive a message saying that This budget template is used in assignments or workflows. If you choose to edit this budget template, these assignments or workflows will be updated. Please be aware that any changes you make may affect the budgeting process.*\u003c/p\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\u003eMake sure you do not change any report parameters as this will prevent you from publishing your changes.\u0026quot;***\u003c/p\u003e\n    \u003c/div\u003e\n    \u003c/div\u003e\n\n\u003cp\u003eTo edit the budget template, click \u003cstrong\u003eEdit anyway\u003c/strong\u003e.\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eYou can edit most aspects of the budget templates apart from report parameters. If you attempt to edit the report parameters, you will not be able to publish and must undo the edit.\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003eTo undo the edit;\u003c/p\u003e\n\u003col\u003e\n\u003cli\u003eIn \u003cstrong\u003eBudgeting\u003c/strong\u003e, click \u003cimg src=\"/onestopreporting/budgeting/budget/edit-budget/img/en/word-image-1356-3.png\"\u003e in the top right corner to show details of the budget template.\u003c/li\u003e\n\u003cli\u003eClick \u003cimg src=\"/onestopreporting/budgeting/budget/edit-budget/img/en/word-image-1356-4.png\"\u003e \u003cstrong\u003eUndo edit\u003c/strong\u003e.\u003c/li\u003e\n\u003c/ol\u003e\n\u003cp\u003e\u003cimg src=\"/onestopreporting/budgeting/budget/edit-budget/img/en/word-image-1356-5.png\"\u003e\u003c/p\u003e\n\u003cp\u003eAfter you have edited a budget template that is part of a workflow, the assignees must rerun any templates they have run before.\u003c/p\u003e\n\u003cp\u003eIf they have the budget template open, they will receive a message from the system that the template is updated. If they run the template, they will lose any changes they have made since they last saved.\u003c/p\u003e\n","children":[]}