/onestopreporting/help/budgeting/report section 2026-01-16T14:27:01+01:00 # 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 from the list, and click on the **three dots**  on the Budget card, then choose **Open** from the dropdown list. - 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](./run-budget). All generated budget templates can be viewed in the [History dialog](./view-budget-history). | |  | **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](./../publish-budget). | |  | **Edit** | Click here to edit the budget in Report Designer. See [Edit budget template](./../edit-budget). | |  | **Assign** | Click this button to assign the budget template to one or more users. See [Assign budget template](./../assign-budget). | |  | **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](./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](./../../archive/report/drilldown-and-voucher-view) /onestopreporting/help/budgeting/report/run-budget page 2025-05-27T09:08:46+02:00 # Run budget template To add data to a new budget template or update an existing budget template with new data, you must run the budget template. To do so: 1. Open the budget template using one of these methods: - Click on the budget template thumbnail. - Select the budget template from the list, and click on the **three dots** , on the bugeting card. Choose **Open** from the dropdown list. - Click the budget template in the list. 2. Click  to select/edit the relevant parameters for the budget template. 3. Click **Run**. The budget template is updated. Se also: [Drilldown and voucher view](./../../../archive/report/drilldown-and-voucher-view) /onestopreporting/help/budgeting/report/edit-budget-data section 2026-01-16T14:27:01+01:00 # Edit budget data > [!TIP] > Above the spreadsheet, you can see the time the spreadsheet was updated. - Summary cells (bold text) cannot be edited. - Grey cells contain Line Item Details or values from the database, and cannot be edited. Click **Save data** to save your work. The data is saved to the budget table. To access additional editing options, click the arrow next to **Spreading and Line item details** at the bottom of the spreadsheet. Click  in the upper right corner to access the **Spreading** and **Adjusting** functionality. - [Spreading](./spreading): Instead of manually entering data, you can use the **Spread** function to enter calculated values based on the total amount you want to be distributed across the cells in a row. - [Adjusting](./adjusting): You can use **Adjust** to increase or decrease an amount by a number of units or a percentage. - [Line item details](./add-line-item-details): You can use this function to specify additional details on the same dimension value (row). You can, for instance, specify a detailed list of expenses on the same account. /onestopreporting/help/budgeting/report/edit-budget-data/spreading page 2026-01-16T14:27:01+01:00 # Spread function Instead of manually entering data, you can use the **Spread** function to enter calculated values based on the total amount you want to be distributed across the cells in a row. You can, for example, spread 24000 across 12 periods (months) using the distribution rule **Even**, so the value of each cell in a 12 month period is set to 2000. The default distribution rule is **Even**, but you can create [custom distribution rules](../../../../administration/periodic-keys/) to spread the amount differently. You can also use spread based on the comparable data set up in the budget template. For more information, see the **Define Comparable data** section in [Create budget template in Report Designer.](../../../create-budget-template-in-report-designer) > [!TIP] > This method can also be used to spread an amount across a line item detail. See [Add line item details](../add-line-item-details). To spread an amount across a row (main line): 1. In the open budget template, click any cell in the row you want to edit. 2. Click the arrow next to **Spreading and Line item details** at the bottom of the spreadsheet. The name and row number of the selected row is displayed at the top of the **Spreading** pop-up window. 3. If the **Spread** function is not visible, click  in the top-right corner of the **Spreading** pop-up window. 4. Enter the amount in the **Spread amount** field. 5. Select a rule in the **Using distribution rule** list. 6. (optional) Select a line item detail. See [Add line item details](../add-line-item-details). 7. Click **Spread**. The amount is spread across the row according to the selected rule. 8. (optional) Repeat steps 4-7 to spread additional amounts across other line items. /onestopreporting/help/budgeting/report/edit-budget-data/adjusting page 2026-01-16T14:27:01+01:00 # Adjust function An alternative to the **Spread** function, is the **Adjust** function. You can use **Adjust** to increase or decrease an amount by a number of units or a percentage. > [!TIP] > This method can also be used to spread an amount across a line item detail. See [Add line item details](./../add-line-item-details). To adjust the amounts across a row (main line): 1. In the open budget template, click any cell in row you want to edit. 2. Click the arrow next to **Spreading and Line item details** at the bottom of the spreadsheet. The name and row number of the selected row is displayed at the top of the **Spreading** pop-up window. 3. If the **Spreading** function is not visible, click  in top-right corner. 4. Click **Adjust**. 5. Select the base line in the **Based on** list (usually **Main line**). 6. In the **Adjust each value by field**, do one of the following: - Enter a percentage (positive or negative) and click the **%** button. Note: This will not work if the Main line is empty. - Enter an amount (positive or negative) and click **Units**. 7. (optional) Select a line item detail. See [Add line item details](./../add-line-item-details). 8. Click **Adjust**. The amount is adjusted across the row. /onestopreporting/help/budgeting/report/edit-budget-data/add-line-item-details page 2026-01-16T14:27:01+01:00 # Add line item details The **Line item details** function is found in the **Spreading** pop-up window. You can use this function to specify additional details on the same dimension value (row). You can, for instance, specify a detailed list of expenses on the same account. To add a line item detail to a row: 1. In the open budget template, click any cell in the row you want to edit. 2. Click the arrow next to **Spreading and Line item details** at the bottom of the spreadsheet. The name and row number of the selected row is displayed at the top of the **Spreading** pop-up window. 3. Click the first cell in the **Description** column under **Line item details**. 4. Enter a name for the line item detail. 5. Click **ENTER** to add another line item detail. You can enter as many line item details as you want. 6. Enter values in the cells in the rows, or use the [**Spread**](../spreading) or [**Adjust**](../adjusting) functions. The values in the columns are summarized on the **Main line** at the top. 7. (optional) Select a cell and enter a comment in the **Line item detail comment** field.  Line item details are indicated by comments in the cells.  > [!NOTE] > When using the *Line item details* function, the main line is locked from any further data entry. This prevents inconsistencies between the total detailed amount and the number shown in the form's cell. /onestopreporting/help/budgeting/report/view-budget-history page 2024-08-07T11:22:23+03:00 # View budget history You can view the history of a budget template to see when it was last generated and what parameters were used. In order to do so: 1. Open a budget template. 2. Click  **Log**. The **Log** dialog opens with a list of previously run budget templates.