After you create and complete a budget or forecast, you can copy that workbook and use it as a foundation for a new workbook. You can then update the budget values in the new workbook and publish the workbook into a new stream or existing stream (with the same structure).
The new workbook has the same contents as the original budget or forecast workbook, such as the structure, tabs, formulas, and so on. The budget owner and administrators also remain the same. However, you do have the option to use a different time period.
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If you are copying a large want to have a rolling budget or forecast, rather than make a copy and end up with two workbooks, the process might take a few minutes to complete. |
you can edit the date range for the current budget or forecast instead. See Roll a budget forward or Edit the budget workbook setup. |
Click the Menu button > Copy workbook.
Enter a name for the new workbook.
Select one of these options:
Copy budget (or forecast; into the same period)
: This option makes an exact copy of the workbook (including any comments) in the same period. This option is useful if you want to run different scenarios, such as a best or worst case budget, alongside your main budget. You can then publish to a different stream and compare the budget scenarios in Financial Statements.
Click the New button > Make a copy.
Enter a name for the new workbook.
Select Copy budget
Click Copy.
Copy budget (or forecast) forward (into a new period)
:This option copies the contents of the workbook forward into a new budget period. This option is suitable when you want to roll your budget into the next financial year.
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If you want to have a rolling budget or forecast, rather than make a copy and end up with two workbooks, you can edit the date range for the current budget or forecast instead. See Edit the budget workbook setup. |
Click the New button > Make a copy.
Enter a name for the new workbook.
Select Copy budget forward.
In the Offset box, enter the applicable number of periods that you would like to move the budget forward by. For example, enter 12 for a 12-month budget or 1 for a 1-year budget.
Click Copy.
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If you are copying a large budget or forecast, the process might take a few minutes to complete. |
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