Copy an Existing General Ledger Budget Group

To create a new budget group, you can copy and modify an existing one. The new budget group retains the year, notes, and associated detail budgets for the original group.

To create a new budget group by copying an existing one:

  1. On the toolbar of the General Ledger Budgeting Group form, click New and select one of the following options:
    OptionDescription
    Copy Current General Ledger Group This option copies the current group.
    Select General Ledger Group to Copy This option opens the General Ledger Group lookup, on which you can select a group.
  2. Enter the new Budget Group Name.
  3. Modify other information for the new record, as needed.
  4. Click Save.