Budget templates in InLoox 9

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Budget templates

You can create templates of a complete budget including budget items. If you want to create a budget template out of an existing budget, you can do so in the respective Project Budgets directly. You can also create a budget template from scratch in the InLoox Options. There you can also edit and delete existing budget templates. 

Follow the following steps to create a new budget template: 

1. Go to the InLoox Options and in the folder structure on the left navigate to Budgets >> Templates >> Budget Templates

2. Click on New to create a new budget template.

3. Edit your template in the new dialog window: 

4. Click on OK to save your new budget template.