![]() The Excel file cannot update overlapping columns during the update because data in the table could become out of date and inaccurate. For example, if the layout contains Request Q1, Request Q2, Request Q3, and Request Q4 columns, and a total request column that represents a sum of all 4 quarterly columns, only the quarterly columns or total column is available to be used in the Excel template. ![]() Overlapping elements are not allowed in the Excel template. The Excel template will contain all of the elements from the budget plan document layout, where the Available in Worksheet column is set to True. This is required to keep the fields in the layout and the worksheet synchronized. To modify the layout, delete the associated Excel template file and regenerate it. The Budget plan document layout cannot be edited after an Excel template is associated with it. You can save the Excel file to your local drive. After the template is generated, go to Template > View to open and review the budget plan document template.Go to Template > Generate to create an Excel file for this layout.You can review the layout configuration and adjust it as needed. Click Layouts to view the budget plan document layout configuration. Open the Budget plans list ( Budgeting > Budget plans).Ĭlick New to create a new budget plan document. In this article, a budget plan document template will be generated using an existing layout configuration. Each layout can have an associated budget plan document template to view and edit the budget plan data in an Excel worksheet. Generate a worksheet using budget plan document layoutīudget plan documents can be viewed and edited using one or more layouts. You can also follow the Budget planning tutorial to learn basic module configuration and usage principles. For more information about budget planning, see Budget planning overview. This article shows how to create Excel templates that will be used with budget plans using the standard demo data set and the Admin user login. This article describes how to create Microsoft Excel templates that can be used with budget plans.
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