The user can Create a New Budget Template or Copy
from an Existing Budget Template. After clicking 
,
a new Budget Template record is created. If copying from an existing template,
all subject events, visit events, and rates are copied from the Copy From Budget selection into
the newly created Budget Template, which will open in the Budget Template dialog.
Click Common Buttons for a description of the buttons found throughout the system and their uses.
Create a New Budget Template Module
Copy from an Existing Budget Template Module
Field |
Description |
Source |
The user selects to either Create a New Budget Template or Copy from an Existing Budget Template. This field is required. |
If Source = Create a New Budget Template |
|
Budget Template |
The user enters the name of the template in 50 characters or less. This field is required. |
Visit Schedule |
The user selects from the list of active Protocol Visit Schedule records for the current Project. This field is required. |
Holdback Percentage |
This field defaults to the Site Payment Holdback Percentage Configuration variable. The user can enter numbers between zero and 100 with up to two decimal places. This field is required. |
If Source = Copy from an Existing Budget Template |
|
Copy from Budget |
This field will be hidden if the Source field is set to Create a new Budget Template. The user selects from the list of active Budget Templates for the current Project. |