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  • Utility was run version 2019.1 or higher and set status to outdated or posted when it needed to be Active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





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