Start by going to Economy in the left menu > “Data Management” > “Budget files” > click on “New Budget”.
Then select the calendar year, select the type of budget, and click “Next”.
Select the name of the budget and whether the budget should be active or not, click “Save”.
Then choose whether you want to download the budget to excel or Google sheets, then select an empty budget template or the line template that best suits the data you want to see in the budget proposal and click “Download”.
Now you have a budget proposal that you can edit locally on your computer and which you can then upload again in Boardeaser. See here how to upload a budget locally from your computer.
In Boardeaser Beta it looks like this:
Start by going to "Economy" and “Data Management” in the left menu. Click on “Budget files” and then on the button “New Budget”.
Select the business unit, budget year and budget type, proceed by clicking “Next”.
Select the name of the budget and whether the budget should be active or not, then click “Save”.
Choose whether you want to download the budget to Excel or Google sheets, then select an empty budget template or the line template that best suits the data you want to see in the budget proposal and click “Download”.
Now you have a budget proposal that you can edit locally on your computer and which you can then upload again in Boardeaser. See here how to upload a budget locally from your computer.