Copying a Finance Template

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EnterpriseTrack allows you to copy an existing finance template and then make changes to it. This can reduce the amount of time spent on creating new templates.

  1. Click the Application Configuration tab.
  2. Click the Finance Templates link.
  3. To copy a finance template, click the Copy link in the Action column of the appropriate template.
  4. On the Copy Finance Template page enter a new name for the template in the Copy To field.
  5. Select the initiative with which you want to associate this template.
  6. Click the Copy button to make a copy.

See Also

Managing Finance Templates

Working with Finance Templates

Viewing and Editing Finance Categories within a Template



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Last Published Monday, March 24, 2014