How to copy notes into new budget projection

Owned by Knowledge Assistant
Last updated: Feb 22, 2024 by Moriah Yorkey
1 min read
Description of Issue

User wants to copy the notes from a previous budget projection into a new one

Context

  • Define/Start Projection

  • Next Year Budget Entry

  • Central Budget Entry

Cause

Resolution

Financials > Budget Processing > Define/Start Budget Projection

  1. Click Copy Text in the ribbon

  2. Enter From projection number

  3. Enter To projection number

  4. Click Accept

Additional Information

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