/
Copying Budget Detail Lines Within Account in Budget Projection

Copying Budget Detail Lines Within Account in Budget Projection

Description of Issue

Is there a way to copy detail lines in budget projection? 

Context

Central Budget Entry

Cause

User wants to duplicate detail lines for an account instead of manual input

Resolution

To duplicate a detail line for an account in budget projection:

  1. Change Projection (if not the correct one) and click Change Budget Projection dropdown to select projection and click Ok
  2. Click Advanced Find (if find set need account with budget detail) and enter [Projection Account information] and click Ok
  3. View Details for account
  4. Click detail line to highlight
  5. Copy Detail
  6. Click Dropdown and click how many times detail needs to be copied
Additional Information

 










Related content

Need to move budget detail to different account
Need to move budget detail to different account
More like this
How to copy budget detail from a posted budget projection into a new projection
How to copy budget detail from a posted budget projection into a new projection
More like this
Rolling Lower Level Budget Amounts to Higher Level Overwriting Amounts at Higher Budget Level
Rolling Lower Level Budget Amounts to Higher Level Overwriting Amounts at Higher Budget Level
More like this
How to copy a budget projection and not bring in amounts
How to copy a budget projection and not bring in amounts
More like this
How to copy notes into new budget projection
How to copy notes into new budget projection
More like this
How can I make prior year projection highest budget amounts populate at level 1 in copied projection
How can I make prior year projection highest budget amounts populate at level 1 in copied projection
More like this