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 topic 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 topic describes how to create Microsoft Excel templates that can be used with budget plans.
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