Copying Cost Code Structures

The system displays the fields necessary to complete the task, depending on the Copy feature that you select.

Copy Revised Budgets, Copy Original Budgets, Copy Revised Budgets into Original

Select one of the following options to indicate whether you want to copy the budget information along with the related accounts:

Copy Revised Budgets: Copy the revised budget for the existing job. The original budget, period balances, and balance forward for the new account duplicate the current account information for the existing job.

Copy Original Budgets: Copy the original budget of the existing job into the new job.

Copy Revised Budgets into Original: Add the original budget, period balances, and the balance forward amounts and copy them to the original budget for the new account.

Do you wish to copy associated budgets?

When you select this check box, the Copy Budgets group box appears on the form. You can enter the information to copy the cost code structure to a single job, multiple jobs, or job types.