Print budget plan files

You can select from the following options to print a budget plan file:

  • Print in bulk.
  • Print only some tabs.
  • Print predefined parts.
  • Print individual plan files.

Specify the plan file parts to print so that your print output reflects a snapshot of your budget at the time of printing.

  1. Open the plan file to print.
  2. Click PublishPrintPrint Plan Files from the Main ribbon.
  3. From the File Group list, select the file group from which to print the plan file.
  4. Select the plan files to print. Selecting the plan files populates the print views and templates for the plan file parts (for example, Dept_History and Initiatives).
  5. Click Select print views for the plan file part to print.
  6. Select at least one sheet/print view combination for each selected plan part.
    1. Optionally, click View to specify the print options for each record. If you skip this step, the system uses the default settings.
    2. Click OK to confirm the print options, if selected.
    3. Repeat steps a. and b. for each record.
  7. Click OK to confirm the views to print.
  8. Repeat steps 5 through 7 for each plan file part that you want to print.
  9. Click Print.