Add New Budget View
Updated
Add New Budget View
New Budget Views are added from the Budget View List. See Accessing Budget View List.
To add a new view, from the Budget View List:
1) Click + Create View button.
The Select View Template form appears.
Under “View Templates” on the right-hand side, all the current views are listed as well as a “Blank View”
2) Click on a Template in the list to use an existing template as the basis for creation of the new template (instead of starting from scratch)
OR
Click Blank View to start with a blank template.
Once you click on a template, the right side of the form will show the Column Names that are in the template along with their Types.
source = preset, system defined data sources
calculated = custom calculated fields
Click on the Column Name Title or Type to sort ascending or descending by that.
3) Click the Create button.
Next Steps
View/Create/Edit Budget View Form (including creating custom fields)
