After you create and complete a budget workbook, you can clone that workbook and use it as a foundation for a new budget workbook. This option is useful if you want to run different scenarios, such as a best or worst case budget. You can publish your cloned budget as a new stream.
Points to note about a cloned workbook:
The budget owner and administrators remain the same in the cloned workbook and they can see the cloned workbook in their menu straight away.
The workflow remains the same in the cloned workbook. 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 driver tabs are not cloned, for information security reasons.
Click the New drop-down button and click Clone, enter a name for the new workbook and click Clone.
