Choosing the workspace with which to work

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Overview

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

When BudgetLink first starts, you will be prompted to choose the workspace with which to work. If you want to change and connect to a different workspace, follow these steps.

How to add a workspace

Manage Workspaces dialogue.

To choose the workspace with which to work, follow these steps.

  1. From the Menu, select 30. Settings then Workspaces;
  2. Click on the Manage Workspace button;
  3. Select the workspace with which to work and click Select;
  4. Click OK to confirm that you wish to change the active workspace;
  5. Run a Get Data.


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