Creating a New Budget Template From an Existing Budget

Create a budget for a project, you can then click the Actions button and select Create Template from this Budget

The next message asks whether or not you want the dollar values to be part of the template, select No to not have any budget values on the template or select Yes to have budget values as part of the template

Next type in the budget template code, desired name of the template, then click the Continue button

You will then be able to select that template for future use when creating a budget for a loan/project