Copying and Editing a Budget

When you create a budget, you can copy and edit it.

To copy and edit a budget:

1. Go to Lists > Relationships > Projects.

   Note:

   You can skip steps 2–4 if you have already completed creating a budget from a work breakdown structure.

2. Click Edit next to the project you want to update.

3. Go to the Work Breakdown Structure subtab.

4. Click Set as Baseline Budget.

5. Go to your budget record.

6. From the Actions list, select Create New Budget Version.

Tip:

Making copies of your budget allows versioning of previous budgets.

Related Topics:

• Viewing Budgets in Reporting
• Creating a Budget from a Work Breakdown Structure
• Project Work Breakdown Structure (WBS)
• Advanced Project Budgeting

General Notices