Saving a Current Budget as a Template

You can save the current budget items as a template and use it later.

To save a budget as a template, perform the following steps:

1. On the Built home page, click .

   

2. In the main navigation, click Portfolio.

   

3. On the Portfolio page, in the Search field, enter the loan number or project name for which you want to save the budget as a template.

   

4. To view the loan details, hover over the corresponding project and click .

   Alternatively, click the corresponding loan number.

   

5. On the Budget tab, click Adjust Budget.

   

6. Click Templates.

   

7. Click Create Template.

   

8. In the Save as Template dialog box, enter the following information.

    

   1. In the Branch dropdown, select the required branch for which you want to save budget as a template.

   2. In the Template Name field, enter a template name.

   3. In the Description field, enter the template description.

   4. Click Save Template.

The budget is saved as a template.