Users can make copy a budget from either the toolbar Budget Versions window or the left navigation Budget (versions) screen.
o Navigate to either the Budget Versions screen or the toolbar window
o Click on the Actions button in the row of the budget you want to copy
o Scroll down the list of Action > Options and select the “Copy” option.
o In the window that appears, select the option:
Ø Copy All Periods (use this when you want to make changes to an already generated budget)
Ø Copy First Period Only (use this when you want to make changes and generate the budget periods)
o Click the Copy Budget button to create the new budget version and open it, otherwise click cancel.