How to save a new budget template in InLoox PM 7

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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 Template tab, in the Action 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. Choose whether you want to have in your template all positions or only selected.
  8. Select Visible for all users control box, if you wish.
  9. Click OK.
    The new template is now available under Load Template. For more information see Load a budget template.
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