Open budget template

When you open a new budget template, it contains no data. You must first enter the relevant parameters (such as period, scenario and department) and click Run to generate the budget template.

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.
• Click the name of the template in the list.

The following options are available:

Button	Name	Description
	Parameters	Click to select/edit the relevant parameters for the budget template.
	Run	Click here to generate the budget template. See Run budget. All generated budget templates can be viewed in the History dialog.
	Save data	Click here to save any changes you have made to the budget template.
	Publish	Click here to publish the budget template. This option is only available if the budget template is a draft. See Publish budget template.
	Edit	Click here to edit the budget in Report Designer. See Edit budget template.
	Assign	Click this button to assign the budget template to one or more users. See Assign budget template.
	Delete	Click here to delete the most recent version of the budget template.
	Export to Excel	Click here to export the budget to Excel.
	Log	Click here to view the budget history. See View budget history.
	Close	Click here to close the budget template. If you have made any changes to the budget template, a dialog will ask you to confirm.

See also: Drilldown and voucher view

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