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.

Budgeting and planning

Feedback

To send feedback about this page, select the following link:

feedback-product-docs@sparkrock.com