Write, Bureaucrats, Administrators
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Difference between revisions of "Creating Budget Templates"
Creating Budget Templates (view source)
Revision as of 18:28, 25 August 2013
, 18:28, 25 August 2013no edit summary
(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...") |
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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 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 | 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 == | ||
None. | |||