Copy Budget Structure

Use

You can either use this function to copy a budget structure from one budget period to another and from one budget type to another or to create a budget structure by copying an existing organizational structure. This means you do not have to create the budget structure from scratch in order to create a budget for a different period or budget type. Copy a budget and use the change functions to update it.

Because you can copy substructures and entire budget/organizational structures, use this function if:

  • Your budget structure has not changed

  • You want to create the same budget structure for a different budget period

  • You want to create the same budget structure for a different budget type

  • You want to create a budget structure analogous to your organizational structure

Features

This function has the following copy options:

  • Budget amounts or quantities

  • Financing relationships

  • Organizational structure depth

The options allow you to copy budget structures and their amounts or quantities or the budget structures and the objects they finance. The organizational structure depth option allows you to decide how many levels you want to copy, starting from the root object.

See also:

Copying a Budget Structure

Copying an Organizational Structure