Save a budget template

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  1. Open the project with the existing budget.

    For more information on how to create a budget, see Create and edit a budget.

  2. In the project, in the Start tab, in the Section group, click Budgets.
  3. On the Budgets page, in the budget list, choose a budget.
  4. On the Budget Position tab, in the Template group click Save Template.
  5. Type a new name in the Name field.
  6. Choose a budget type in the Type drop-down list.
  7. Select Visible for all users control box, if you wish.
  8. Click OK.
    The new template is now available under Load Template. For more information see Load a budget template.