Save a budget template
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Open the project with the existing budget.
For more information on how to create a budget, see Create and edit a budget.- In the project, in the Start tab, in the Section group, click Budgets.
- On the Budgets page, in the budget list, choose a budget.
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On the Budget Position tab, in the Template group click Save Template.
- Type a new name in the Name field.
- Choose a budget type in the Type drop-down list.
- Select Visible for all users control box, if you wish.
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Click OK.
The new template is now available under Load Template. For more information see Load a budget template.