You want to create one or several budget templates for your event. Find out how to do it in this article.
Step 1
Create a budget that you want to use as a template.
If you don't know how to create a budget, please read our article How to create a budget?
Step 2
Once your budget created, be sure to be in "PLAN YOUR EVENT" and "Budgets".
Step 3
Drag the navigation bar to the right until the end of table. Click on the option button, then select "Edit" on the line of the budget you want to use as a template..
Step 4
At the top right of the windows that just open, click on "Save as a new template".
Step 5
Enter a name for your budget template and click on "Add".
Your budget template has been created. You can use it to create other budgets.
Remarks
- The budget template created can be used for all the events of your organization.
- You can create as many budget templates as you want.