Budget Templates

A budget template enables you to set default values for budgets. You can create as many budget templates as you need. You do not have to enter values for all the fields on the template. For example, the calculation rule varies if you always use the same approach.

Allowed CB_FF2, Allowed CB_FF4, or Allowed CB_FF3 are used depending on the company's settings and the individual user's settings for the alternate account. For information on the available fields, see Budget Templates Fields.

Note:

Each budget must have a related template, so you must create budget templates before you create budgets. You can use one template any number of times. You can only have one default template for each budget.

The Budget Templates home page lets you quickly create and locate your budget templates. You can also sort and filter your templates using the context settings filter. In addition, this home page enables you to view and edit detailed information on each template.

Note:

You must ensure that you have calculator rules available in your org before creating a budget template.