The budget documents contain the budget positions which can be called up by the users in all InLoox PM projects on the budget page. The budget positions can be edited or deleted in the InLoox PM options as required.
To manage the templates you need the InLoox PM administrator permissions.
Open the dialog box InLoox PM Options.
For more information, where you can find the InLoox options, see Open the InLoox PM options.
Under Budgets click Templates and then Budget positions. On the right side you will see the Budget positions area:
Choose a group in the Group(s) list.
The created pricing model will be loaded, if you select this position in the New Budget Position / Edit Budget Position dialog box in the project.
For the detailed description on how to create a budget position see Create and edit a budget position.
Remove the budget position from InLoox PM by clicking Delete.
Use the filter feature to quickly reach the needed data from each column. For more information, see Search and filter in a project.