Copying budget line items within a project


To make it quicker and easier to create more than one budget version for a Project (such as preliminary, revised, and final),

Warning

The macro unmigrated-inline-wiki-markup from Confluence is no longer available.

provides the means for copying all the line items from one budget in a Project to another budget in the same Project.

To copy the line items from one budget to another budget within a project

  1. In the Project Details window, in the section for selected budget, click Copy Budget Line Items.
     The Copy Budget Line Items to Destination Budget window opens.
  2. In the Source Budget field, select the option button that corresponds to the budget from which you want to copy all the line items.
  3. Do one of the following in the Delete all existing Destination Budget Line Items  field:
    • To delete any existing line items in the destination budget before you copy the new line items from the source budget, select the check box.
    • To add the budget line items to any budget line items that might already exist in the destination budget, leave the check box cleared.
  4. Click Copy.

 

Tip: For faster searching, add an asterisk to the end of your partial query. Example: cert*

BMC IT Business Management Suite 8.1