Templates for budget items in project financials

IMPORTANT In order to be able to use the templates for budget line items, you need to first create financial plan templates or create budget line item templates for your InLoox account in the account settings. You need admin permissions to be able to access the InLoox account settings.

How to use templates in project financials

You can use both, financial plan templates and line item templates to quickly create project financials.

How to load a financial plan template:

1. After you have created the templates in the InLoox account settings, click on the tab Plan, if you want to load a planned template. Or click on the tab Actual, if you want to load an template of the Actual type.
2. Then click on the Templates button and select the one you want to load.

Now, you can further edit the line items of the template, if necessary. You can also add a line item template by clicking on the Templates button above the list of line items.

How to load a line items template:

1. After you have created the templates in the InLoox account settings, select an existing financial plan and click on the Templates button.
2. Alternatively, create a new financial plan first and then click on the Templates button.
3. In the Line Item Templates window, select the budget line item that you want to add to your plan and click on Add Line Item. If you need to add more than one line item from the list, press CTRL and select as many line items as you need to add and then click Add x Line Items.

How to manage templates

In the project financials you can directly:

• download templates
• delete templates (if you are the InLoox account admin)

1. Click on the Templates button and then on Manage Templates.
2. In the window, click on the download icon to download a template.
3. Click on the trashcan icon to delete a template (only if you have admin permissions for your InLoox account).

How to save an financial plan or line items as templates:

You can save an existing plan or a list of line items as a new template.

1. Mark the plan and click on the Templates button.
2. Click on Save current budget as template.
3. Name the new template and click on Save.

This new template is now in the list of templates. In the InLoox account settings >> Organization >> Financials, this template can be further edited, if you have admin permissions.

Columns: Sort, filter and group the list of line item templates

You can add other columns to this list. 

• Click on the three-dots-menu in the upper right hand corner and click on Choose Columns. 
• Now drag and drop the columns you need from the columns menu into your list.

In order to sort, filter and group the list, you need to enable the advanced mode. Click on the three-dots-menu and enable the switch for Advanced Mode.