Adding a workspace

Overview

Workspaces allow you to create and manage separate configurations and environment for BudgetLink.

How to add a workspace

Manage Workspaces dialogue.

Choice when adding a workspace.

Workspace dialogue.

To add a workspace, follow these steps.

1. From the Menu, select 30. Settings then Workspaces;
2. Click on the Manage Workspace button;
3. Click on the Add Workspace button;
4. Choose whether Creating a new workspace, Linking to an existing workspace or Upgrading from an old version;
5. If Upgrading from an old version, browse for the location of the old version;
6. Enter a name for the workspace;
7. Enter a description for the workspace;
8. Click OK to save the workspace;
9. Click Close to close the Manage Workspace dialogue.

Related Topics

• Types of new workspaces to add
• Workspaces