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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  • Utility was run version 2019.1 or higher and set status to outdated or posted when it needed to be Active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
  1. Navigate to Financials > Budget Processing > Define/Start Budget Projection
  2. Click Search or Browse to find the projection to duplicate/copy
  3. Click Accept searched projection number or Double-click from browse listing of existing projections
  4. Click Copy Projection in the ribbon 
  5. Enter required fields information
  6. Click Accept
Additional Information





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