Deploy Templates

Once all of the above steps are complete, the template can be deployed to all budgeting units.

To deploy templates, complete the following steps:
  1. Click Create Budgets From Template. This action freezes the budget template from editing and creates budgets for each budgeting unit defined in the Budget Hierarchy tab.
  2. If the template must be edited, click Delete Budgets And Reopen Template Note that this deletes all existing budgets including any information in them.