How to open a budget template | InLoox PM 8

You are here: InLoox Support Knowledge Base Online Help InLoox for Outlook 8.0 Online Help InLoox PM 8 Budget features | InLoox PM 8 How to open a budget template | InLoox PM 8

Define recurring budgets. The templates allow you to load complete offers, invoices or project estimates in one simple step.

  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 Load Template.

    In the Load Budget Template dialog box the included position of the templates are displayed.

  5. In the Name drop-down list choose a name of the template for the budget.
  6. Click Load.