You want to create on or several budget templates for your organization. Find out how to do it in this article.
Step 1
Click on you organization name at the top left of the screen.
Step 2
In the left menu, go to "MANAGE", then click on "Budget Templates".
Step 3
Click on "New template". Enter a name for your template and click on "Add".
Step 4
Your budget template has been created. You just have to edit your budget template just like an ordinary budget.
If you don't know how to enter your cost/revenue lines, please read our articles How to enter revenue line in my budget? and How to enter expenditure line?
Remarks
- All the budget templates created by your organization or for specific events appear in this list.
- The budget template created can be used for all the events of your organization.
- You can create as many budget templates as you want.
- You can create budget templates directly in your event. To do it, please read our article How to create one or several budget templates for my event?