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titleDescription of Issue

How can I make an exact copy of an existing budget projection

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titleCause
  • Site needs another budget projection exactly duplicated from another for whatever reason
  • Utility was run version 2019.1 or higher and set status to outdated or posted when it needed to be Active


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titleResolution
  1. Navigate to Financials > Budget Processing > Define/Start Budget Projection
  2. Click Search or Browse Browse to find the projection to duplicate/copy
  3. Click Accept searched projection number or Double-click from browse listing of existing projections
  4. Click Copy Projection or Duplicate depending on Munis version in the ribbon 
  5. Enter required fields information
  6. Click Accept


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titleAdditional Information

How can I make prior year projection highest budget amounts populate at level 1 in copied projection but only want final level to show as level one

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