Copying sub-level budgets

Copy a node in the budget details structure to include sub-level budgets and all lower-level budget details. Copying sub-level budgets allows you to copy various budget subsets, i.e., the same list of equipment for every month or the same cost codes for every department.

To copy sub-level budgets:

  1. Select Operations > Budgets > Budgets.
  2. Select the budget for which to copy a sub-level budget, and then click the Details tab.
  3. Click Copy Sub-Level Budget.
    The system automatically populates From Budget and its description.
  4. Specify this information:
    To Budget/To Budget Group
    Specify the budget to which you want to copy the budget details or enter the budget group to which the new budget is copied. For example, if From Budget is January, you can copy it to a new budget for February. The system automatically populates To Budget Group and its description if To Budget is entered.
    Copy Budgeted Amounts
    Select to copy all budget amounts to the new budget.
    Reset Amounts to Zero
    Select to reset budget amounts to zero on all new records.
    Plus or Minus %
    Specify a percentage by which to adjust new values.
  5. Click Submit.