Actions

This section shows the Actions available in the Budget Templates workspace.

Top Tab

Field	Description
Copy Template	When you select this action, the Copy Budget Template dialog box displays. Use this dialog box to create a new template from an existing template.
Create Budgets From Template	Select this action to create a new budget from an existing template.
Delete Budgets And Reopen Template	This action will delete all existing finance budgets and reopen the template. Please note, that all work in finance budgets will be lost. You have to delete finance budgets in order to edit the template.