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  1. On the Main tab, expand the rows to the applicable dimension, for example, the Other Income category in a financial budget.

  2. Hover over the dimension row, then click the blue plus button (blue star) that displays.

  3. In the window that displays, select the entity you want to add. You can select multiple entities.

  4. Select the applicable option:

    • If you are in a financial database, select the entity from which you want to clone the General Ledger accounts codes, for example the USA.

    • If you are in a non-financial database, select the entity you want to clone the structure from, for example if you add a sales rep you can clone the product class entities from another sales rep.

  5. Click the Add Selected button.

Additional rows for the new entity (UK) and its cloned accounts structure display in the budget.

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If you change your mind or make a mistake, to remove this new entity, hover over the left of the entity name and click the Delete button (blue star) that displays, then click Delete to confirm.

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