Description of Issue

How can I make a copy of my projection so I can test other salary increases and different benefits outside of my main projection?

Context

Cause

Resolution

Making a copy of the main projection can be done two different ways:

Access Projection Start and Status: Human Resources > Position Control and Budgeting > Salary and Benefit Projections > Projection Start and Status
Click Add in the ribbon, enter the desired projection run number, dates and description of the projection
TAB until you reach the New Projection Source screen
In the New Projection Source field select COPY FROM PROJECTION
in the From Projection field select the projection you wish to copy from
Click Accept

Second option:

Access Projection Start and Status: Human Resources > Position Control and Budgeting > Salary and Benefit Projections > Projection Start and Status
Search for the projection you wish to make a copy of, then click Change
Click Duplicate in the toolbar if in Version 11 or Copy if in versions 2018.1 and higher
Enter the new projection run and description
Click Accept

Additional Information

Using option 1, any generated vacant positions and reference salaries will not carry over to the new projection.
Using option 2, you will not be able to change the start and end dates of the new projection. However, reference salaries and vacant positions will be brought into the new projection.

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