Rolling Budget - Keep Higher Level Amounts Intact

Updates were made in Level 3 but need Level 2 amounts rolled forward

• Budget Projection
• Next Year Budget Entry
• Next Year Budget Reports
• Post to Master for Reports

Client made updates in higher level before rolling the working budget level to that higher level. 

Select Keep when rolling the budget. This will move amounts from the lower level up, while "keeping" updates made in the higher level intact. 

Munis > Financials > Budget Processing > Roll/Factor/Merge Projection

See Connect 2022 Budget Preparation - Best practices throughout your budget process  for specific program procedures.