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 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

Last modified May 27, 2025