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Save as Template

Chedar allows you to save a budget as a template. This feature allows you to quickly create similar budgets in the future by reusing predefined information and configurations.

To save a budget as a template, follow the steps below:

  1. Hover over the budget you wish to save as a template and click on icon as shown below:

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  2. A success message appears. The 'save as a template' icon appears as follows icon, and the icon icon disappears, as shown below:

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  3. Click on icon to view the list of templates, as shown below:

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  4. The template you saved automatically appears in the list of templates. Click on the template you saved:

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  5. A success message appears on the right side of the screen. A copy of your template has been created:

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note

Anything you have saved in the header or production note will be included when creating the template.