Copy a General Ledger Budget Group

You can quickly create a new budget group by copying an existing group and modifying the information to meet your needs. The new budget group retains the existing year, notes, and associated detail budgets for the original group.

Prerequisite: Open a General Ledger budget group.

To create a new budget group by copying an existing group, complete the following steps:

  1. On the toolbar, click New and select one of the following options:
    Option Description
    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, from which you can select a group.
  2. Enter the new Budget Group Name.
  3. Click Save.