Copy data to populate a budget set

After creating a budget set, instead of having to start from the beginning, you can copy a budget from a prior year to use as a starting point for the budget set.

When setting up the copy parameters, you can specify filters so that the new budget set includes all budgeted amounts or a combination of actual results and budgeted amounts, for example:

  • Q1 forecast is a copy of prior year, Q1, Q2, Q3, and Q4 budgeted amounts

  • Q2 forecast is a copy of Q1 actual results, plus Q2, Q3, and Q4 budgeted amounts

  • Q3 forecast is a copy of Q1 and Q2 actual results, plus Q3 and Q4 budgeted amounts

When you copy a budget, the budget set filters are applied to the data that is being copied.

To copy data to populate a budget set

  1. Choose Lightbulb that opens the Tell Me feature., enter g/l budget plans, and then choose the related link.

    The G/L Budget Plans page opens.

  2. Select the budget plan for which you want to copy a budget, and then on the action bar, choose G/L Budget Sets.

    The G/L Budget Sets page opens.

  3. Select the budget set for which you want to copy a budget, and then on the action bar, choose Home > Edit Budget Set.

    The Budget page opens for the budget set.

  4. On the action bar, choose Actions > Functions > Copy Budget.

    The Copy Budget page opens.

  5. Specify values for fields as required, and then choose OK.

See also

Budgeting and planning

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