Creating Budget Templates

How to… Create a Budget Template

To create a new budget template, you need to:

1. Open the Budget Templates browse window.

2. Click the Insert New Record () button on the toolbar to open the Budget Template edit window.

3. Complete the following fields on the Header tab:

4. Code — Unique code used to identify the budget template in On Key. For example, 'CON', 'MAT', or 'LAB'.
5. Description — Detailed description of the budget template. For example, 'budget template for contractors'.
6. Site — Identifies the site that will have access to the budget template. Users with access rights to the selected site can view and use the budget template. A budget template can be linked to a virtual or non-virtual site.
7. Active — Indicates whether the budget template is available or use in On Key.
   
   

4. Click the Save Changes button to create the budget template.

5. Add the required budget template cost items.

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