After you create and complete a budget workbook, you can clone that budget and use it as a foundation for a new budget. This is useful if you want to run different scenarios, such as a best or worst case budget. You can publish your cloned budgets as a new stream.
Points to note about a cloned workbook:
The budget owner and administrators remain the same on the cloned workbook and they can see the cloned workbook in their menu straight away.
The workflow remains the same. However, the users that are assigned to the workflow tasks will not see the cloned workbook in their menu straight away. They need to be reassigned to a task or assigned a new task in order to trigger the access to the cloned workbook. For example, if Bill Branchmanager has a task assigned to him in the original workbook, it will also be assigned to him in the clone but he will not be able to access the workbook until he is reassigned to that task in the clone.
Headcount tabs are not cloned.
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Headcount tabs are not cloned. Existing workflows are not accessible until at least one workflow is assigned or reassigned to that user. |
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