Owners only

Create plan from budgets repository

When you create a plan from the budgets repository, your new plan inherits the time frame, scope, structure, and data of the budget. You can manage, modify, and share it like any other plan.

1. From the side menu, select Plans > Create a plan.

2. Enter a Name.

3. (Optional) Enter a Description.

4. From the Plan template dropdown list, select a budget from the budgets repository.

5. Select Create.