Clone a workbook

Owned by Denise McGettigan, created
Last updated: Apr 11, 2024
2 min read

After you create and complete a budget or forecast, you can clone (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, drivers, assumptions, formulas, and so on. The budget owner and administrators also remain the same. However, you do have the option to use a different period.

If you want to have a rolling budget or forecast, instead of cloning a workbook and ending up with two workbooks, you can edit the date range for the current budget or forecast instead. See Roll a budget forward or Edit the budget workbook setup. 

  1. Click the Budget (or Forecast) button > Copy workbook.

  2. Enter a name for the new workbook.  

  3. Select one of these options:

    • Clone budget (or forecast): This option makes an exact copy of the workbook (including any comments) in the same period. It's 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. 

    • Copy budget (or forecast) forward: This option copies the contents of the workbook forward into a new budget period. it’s suitable when you want to roll your budget into the next financial year. 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. If your selected offset is out of range, zeros will be used for outstanding periods.

  4. (IF APPLICABLE) Change the budget filter, if required. This option only displays if a budget filter has been applied in the main budget setup. Selecting a different filter (dimension and/or entity) allows you to create the same budget for a different purpose, such as another country, branch, business unit, or project. For example, if you create a budget for Australia, you can copy that budget for use in the UK.

  5. Click Copy. The process might take a few minutes to complete if you are copying a large budget or forecast.