If you have created a VM from scratch and imported data. You will need to do the following:
1. Create a folder structure with two folders as follows (recommended, even one is suffice if it is for demo)
a. C:\BUDGETPLANNING\TEMPLATE
b. C:\BUDGETPLANNING\WORKBOOK
2. Right click on the folder and select properties
a. Select the Sharing tab and click on share
b. Select Everyone in the list of groups and click on Add
c. Click Share
d. Windows will create a Network Path like \\<YOUR MACHINE NAME>\BUDGETPLANNING\TEMPLATE and \\<YOUR MACHINE NAME>\BUDGETPLANNING\WORKBOOK
3. Add these new folders to your Budget Plan folders
a. Create/copy your templates in the TEMPLATE folder
b. Set you workbook directory in the Budget Planning Process to WORKBOOK folder
The reason we recommend two folders is for security purposes. You should not grant write access TEMPLATE folders to your normal budget users group. They should get Read access on TEMPLATE and RW access to WORKBOOK folder. Administrator should get RW to both.
Hope this helps.