EventPro Planner Manual

Copy Template - Budget

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Copy Template - Budget

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Copy Template - Budget

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If you created Event Category Templates, you can add a pre-defined budget in one quick step using a template.  To learn how to set up templates, refer to Chapter 16: Event Category Templates, Create Budget Templates.

1.In the Budget Setup tab of the Event Setup window, click the Copy Template button in the lower right corner of the screen.
2.In the Budget Templates dialog, select the template you want to use and click OK.
3.In the Copy dialog, select a radio button to indicate whether you want to Append to Existing Only, Append to and Update Existing or Overwrite Existing Completely.  Click OK.
4.In the Confirm dialog, click Yes to continue copying the template.
5.The budget from the template will appear in the selection grid.  You can now edit and delete the budget as required or add more records by following the instructions above.