Copying budgets

The copy budget feature copies a Budget structure and term, including all the lower-level budget details.

To copy budgets:

Create a budget.
Right-click, and then select Copy Budget. The system automatically populates Budget Structure, description, and Budget Term.
Specify this information:

To Budget Structure

Specify a new budget structure. The system automatically populates the To Budget Structure description.

To Budget Term

Specify a new budget term.

Copy Budgeted Amounts

Select to copy only budgeted amounts.

Copy Actual Costs

Select to copy actual costs for the budget.

Note: Click Calculate Budget before copying budgets to ensure that actual costs are up-to-date.

Plus or Minus %

Specify the amount to adjust the budget, such as 10% over last year’s budgeted amount.

Calculate Zero-based Budget

Select to calculate a zero-based budget.

Reset Amounts to Zero

Select to set the copied term’s actual non-PM costs plus expected PM costs for the term to which you are copying. Resetting amounts to zero will include all maintenance due next term as well as the same amount of breakdowns as occurred in the most recent term.
Click Submit.