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How to copy a Budget Projection
How to copy a Budget Projection
Description of Issue
How can I make an exact copy of an existing budget projection
Context
- Define/Start Budget Projection
- Next Year Budget Entry (NYBE), full data entry
- Central Budget Entry (CBE), quick data entry
- Copy, Clone, Duplicate
Cause
- 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- Utility was run version 2019.1 or higher and set status to outdated or posted when it needed to be Active
Resolution
- Navigate to Financials > Budget Processing > Define/Start Budget Projection
- Click Search or Browse to find the projection to duplicate/copy
- Click Accept searched projection number or Double-click from browse listing of existing projections
- Click Copy Projection in the ribbon
- Enter required fields information
- Click Accept
Additional 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
, multiple selections available,
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