After you create and complete a budget workbook, you can copy that workbook and use it as a foundation for a new budget workbook. The new workbook has the same contents as the original budget workbook, such as the structure, tabs, formulas, and so on. The budget owner and administrators also remain the same. However, you decide if the new budget workbook is in the same or different budget period. Either way, you can publish the new budget workbook into a new stream or into an existing stream (with the same structure).
Click the New button > Make a copy.
Enter a name for the new workbook.
Select how you want to copy the budget:
Copy budget - Make an exact copy of the budget workbook (including any comments) in the same budget 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 FS.
Copy budget forward - Copy the contents of the budget workbook forward into a new budget period. This option is suitable when you want to roll your budget into the next financial year.
If you selected the Copy budget forward option above, enter the applicable number of periods that you would like to move the budget forward by into the Offset box. For example, enter 12 for a 12 month budget or 1 for a one year budget.
Click Copy.
If you are cloning a large budget, the process might take a few minutes to complete.