Copying and Shifting Budgets

The Budget module allows you to do a copy of the budget under a new name and revision number. Shifting the budget allows you to use a different year and first quarter and the amounts will shift accordingly.

For example, if you created a budget for 2022-01 to 2022-12 and you want to copy it and shift it to 2022-04 to 2023-03, the budgeted values for 2022-04 to 2022-12 will be kept and the last 3 columns will be at zero. Last year's values will not be updated and the new periods will have a Last Year value of 0.

  1. In the Data Models and Views tab, expand the folders Universal Data Model > Financial Budgeting and Sales Forecast > Budget Module.

  2. Expand the By Month or By Quarter folder depending on which type of budget you want to create.

  3. Right-click the appropriate Budget in Work data model and select View Info Pages.

  4. Under the Copy and Shift Budget section:

    1. In the Budget field, enter the name of the budget you want to copy.

    2. In the Revision Number field, enter the appropriate version number assigned to this budget.

    3. In the Budget Year field, enter the appropriate year of the budget you want to copy.

    4. In the New Budget field, enter a name for the new budget.

    5. In the New Revision Number field, enter the appropriate version number for the new budget.

    6. In the New Budget Year field, enter the appropriate year for the new budget

    7. In the New First Quarter field, enter the number of the first quarter for the new budget.

  5. Click the Copy button for SQL Server or Oracle.