Copying Budget Amounts from an Existing Budget
To copy budget amounts from an existing budget:
1. Navigate to the Define Budget window.
2. Enter or query the name of the budget you want to copy budget amounts to.
3. Check the budget periods. The first period must be the same as the first period of the budget you are copying from, although the year can be different. For example, if the budget you are copying from begins in MAY-93, you can enter MAY-95 as your first period, but not JUN-95. In addition, both budgets must span the same number of periods.
4. Check to make sure the budget does not have any open budget years (Latest Open Year must be blank). You cannot use AutoCopy if the budget has any open years.
6. Enter the name of the Source Budget whose amounts you want to copy to your new budget.
7. Choose OK. Your budget will have the status Running Copy while AutoCopy is running. You will not be able to modify your budget until AutoCopy completes and your budget status changes to Open.
