Creating Budget Templates - Revision history

Jeff at 08:21, 16 February 2018

2018-02-16T08:21:00Z

← Older revision		Revision as of 03:21, 16 February 2018
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	== Relates Topics ==		== Relates Topics ==

	~~None.~~		[[From a Budget Template\|Import Budgets from a Template]]

Nic at 00:36, 19 September 2014

2014-09-19T00:36:48Z

← Older revision		Revision as of 19:36, 18 September 2014
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	== Overview ==		== Overview ==

	Budget templates can be created so that managers can complete or update budgets without requiring access to BudgetLink. Once they fill in the desired numbers into the template, the [[Budgets\|budget data]] can then easily be imported into BudgetLink. See [[Importing Budgets\|Importing Budgets from a ~~Marked Up Workbook~~]] for more information.		Budget templates can be created so that managers can complete or update budgets without requiring access to BudgetLink. Once they fill in the desired numbers into the template, the [[Budgets\|budget data]] can then easily be imported into BudgetLink. See [[Importing Budgets\|Importing Budgets from a Budget Template]] for more information.

	To provide familiarity, the budget templates are created from the standard budget entry screens. They are marked up in a such a way that BudgetLink knows how to read them and reimport the data.		To provide familiarity, the budget templates are created from the standard budget entry screens. They are marked up in a such a way that BudgetLink knows how to read them and reimport the data.

Nic at 00:29, 26 August 2013

2013-08-26T00:29:46Z

← Older revision		Revision as of 19:29, 25 August 2013
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	== How to create a budget template ==		== How to create a budget template ==

			[[File:EnterBudgets.png\|300px\|thumb\|right\|Budget Entry Template]]

	To create a budget template, follow these steps.		To create a budget template, follow these steps.

Nic at 00:28, 26 August 2013

2013-08-26T00:28:37Z

← Older revision		Revision as of 19:28, 25 August 2013
Line 1:		Line 1:
	== Overview ==		== Overview ==

	Budget templates can be created so that managers can complete or update budgets without requiring access to BudgetLink. Once they fill in the desired numbers into the template, the [[Budgets\|budget data]] can then easily be imported into BudgetLink. See [[Importing Budgets from a Marked Up Workbook]] for more information.		Budget templates can be created so that managers can complete or update budgets without requiring access to BudgetLink. Once they fill in the desired numbers into the template, the [[Budgets\|budget data]] can then easily be imported into BudgetLink. See [[Importing Budgets\|Importing Budgets from a Marked Up Workbook]] for more information.

	To provide familiarity, the budget templates are created from the standard budget entry screens. They are marked up in a such a way that BudgetLink knows how to read them and reimport the data.		To provide familiarity, the budget templates are created from the standard budget entry screens. They are marked up in a such a way that BudgetLink knows how to read them and reimport the data.
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	# Once the templates have been created, click '''OK''';		# Once the templates have been created, click '''OK''';

	You can then save or email the template to your managers to fill in and [[Importing Budgets ~~from a Marked Up Workbook~~\|import]] them into BudgetLink once they are returned to you.		You can then save or email the template to your managers to fill in and [[Importing Budgets\|import]] them into BudgetLink once they are returned to you.

	=== Notes ===		=== Notes ===
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	== Relates Topics ==		== Relates Topics ==

	~~[[Importing Budgets]]~~		None.

Nic: Created page with "== Overview == Budget templates can be created so that managers can complete or update budgets without requiring access to BudgetLink. Once they fill in the desired numbers i..."

2013-08-26T00:27:43Z

Created page with "== Overview == Budget templates can be created so that managers can complete or update budgets without requiring access to BudgetLink. Once they fill in the desired numbers i..."

New page

== Overview ==

Budget templates can be created so that managers can complete or update budgets without requiring access to BudgetLink. Once they fill in the desired numbers into the template, the [[Budgets|budget data]] can then easily be imported into BudgetLink. See [[Importing Budgets from a Marked Up Workbook]] for more information.

To provide familiarity, the budget templates are created from the standard budget entry screens. They are marked up in a such a way that BudgetLink knows how to read them and reimport the data.

== How to create a budget template ==

To create a budget template, follow these steps.

# From the main '''menu''', click on the '''20. Budget Entry''' link then select either '''P&L Budget Entry''' or '''BS Budget Entry''';
# Click the '''Customise''' button and select the ''budget version''' and the ''financial year''';
# Click '''OK''' to refresh the Budget Entry screen;
# Click the '''Create Template''' button;
# To create budget templates for multiple categories or jobs, select the '''Prompt for Categories Selection''' or '''Prompt for Jobs Selection''' check box and click '''OK''';
# Select the categories or jobs if prompted and click '''OK''';
# Once the templates have been created, click '''OK''';

You can then save or email the template to your managers to fill in and [[Importing Budgets from a Marked Up Workbook|import]] them into BudgetLink once they are returned to you.

=== Notes ===

* When creating templates for multiple jobs, ensure that you only select detail jobs and not header jobs.
* Never use the '''Publish Down the Page''' option. Click OK and the template will be created for the currently selected job only.

== Relates Topics ==

[[Importing Budgets]]