Create a new budget as a copy of existing one

Build 1501 on 14/Nov/2017  This topic last edited on: 17/Mar/2016, at 17:25

You can create a budget from a template or from an existing budget. All attributes of the source budget are copied but the list of tasks.

1.Open the Planning main tab as explained in Open or close a main tab, and then display list of budgets.

2.Select a budget: that one will be the source budget.

3.On the File menu, point to New, and then click From Budget.

4.In the New Budget dialog box, change what you want.

5.Click OK.

See also

Create a new budget