Copy a Budget

Use these steps to copy budget lines from a job budget to the job budget you are currently working on.

To copy lines from another budget:

1. Under the Jobs menu section, go to Jobs » Estimating workspace » Budget tab.
2. Use the search filter and/or the Search field to select a job.
3. In the Show Budget field, select a job budget type from the drop-down list.
4. From the Other Actions drop-down list, select Copy Budget. The Copy From Job Budget wizard displays.
5. In the Copy from Job No. field, specify the number of the job from which you want to copy lines. You can also select a job from the drop-down list.
6. In the Copy from Budget field, select a job budget type from the drop-down list.
7. If needed, specify the following information:
   1. The revision number from which you want to copy budget lines
   2. Whether you want to overwrite duplicate lines
   3. Whether you want to copy new lines only
8. Click Copy. iAccess copies budget lines from the job you specified, and adds them to the sub-tab of the current budget type/job budget.