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
Choose
, enter g/l budget plans, and then choose the related link.The G/L Budget Plans page opens.
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.
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.
On the action bar, choose Actions > Functions > Copy Budget.
The Copy Budget page opens.
Specify values for fields as required, and then choose OK.
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