Creating a Budget for a Project Template

A project budget can be connected to a project template and the budget structure replicated when a project is created from the template. The structure sets the interval periods for the budget and determines whether the budget structure in the template can be changed.

Before you begin: The project template must exist. See Creating or Cloning a Project Template.

  1. From the Work Breakdown Structure page for the project template, click Budget from the Categories menu.

  2. On the Project Template Budget page, click Actions > Create Budget.



  3. Enter these details as needed:

    Name. Type the Name of the budget or check AutoName to have the system assign the name.

    Interval Period. Select the interval for showing budget amounts.

    Template Enforcement. Select whether the budget structure created from the template can be modified. TRUE allows the budget structure to be modified. FALSE does not allow modification to the budget cost categories or cost items.

    Notes. Enter any notes about the budget.

  4. Click Done.

    The budget plan displays on the Project Template Budget page for the project template.