Apply ad hoc budget template

Prerequisites

You can associate an Ad Hoc Budget template with an existing Budget Template so that when a one-off line item is added to the budget in a project or capital project, that line item is listed in the related group section instead of being in its own section at the bottom of the budget.

1. Click Budget tab of the Project or Capital Project.

2. In the Actions column, click Add Ad Hoc Budget Template.

3. In the Add Ad Hoc Item window, expand the line item list and select the check boxes of the budget line items you want to add.

4. Click Update.

   The items are added to the budget.