Manage Budget Notification Templates

When creating a new Budget Notification within a Project, you can opt to use a pre-defined Template by clicking the new link “New from Templates”, which displays Budget Template List that lists the Budget Notifications created at the system level under the new Notifications List page.

This article details the available options to manage the Budget Notification Templates page.

1. Click the Notification Type selection list and choose Budget Notifications.
2. The list will refresh and display available Budget Notifications.
3. Click New to access the Budget Notifications Edit page where you can setup a new Notification.
4. Click Refresh to refresh the list.
5. Select a Budget Notification from the list of available Notification and click Delete.
6. Click to export a list of the listed Notifications as a Microsoft Excel file.
7. Pagination facilitates moving to a new Notification List page and to view the number of Notification pages.
8. You can Search for a Budget Notification by Name or Subject.