Copy a Finance Budget

Use the Financial Budget submodule to copy finance budgets. This is useful in cases when you need to make changes to an approved budget.

To perform this procedure, you must have access to Finance & Administration as defined in the User Access Rights submodule under Settings.

To copy a finance budget:

1. On the main toolbar, click Finance & Administration .
2. In the left pane of the Finance & Administration screen, click General Ledger > Financial Budget.
3. If you have more than one company in your system, use the drop-down list above the left pane to select the company that owns the finance budget that you want to copy.
4. On the Budget List tab, select the budget that you want to copy.
5. At the top of the grid, click Duplicate selected budget .
   WorkBook displays the duplicate copy in the grid. Depending on your company's accounting practices, the duplicate copy of the budget may need to undergo the same approval process as the original.