Duplicate Budget Tutorial

Duplicate Budget Tutorial

PDF Tutorials 
Interactive Tutorial

Cropped Screenshots

Full Page Screenshots
         


Other Related Tutorials & Page Links:

* Step by Step Tutorial-Duplicate Payroll


* Knowledge Base Page Link-Manage Budgets



    • Related Articles

    • Duplicate Budget Article

          Tutorial Link Purpose: This tool provides the ability to duplicate all the data that is on the Account Details/Assumption tab from a selected BudgetID to a new BudgetID.  An example of data Account Details/Assumption tab is: 1) Select the ...

    • Duplicate Payroll Article

          Tutorial Link Purpose: This functionality duplicates core and selected Payroll screens from one BudgetID and paste it into the corresponding screens of the target BudgetID. Note: The core screens of Payroll Expense Definitions, PR Assignments ...

    • Manage Budgets Article

          Tutorial Link Purpose: To provide tools to manage budgets such as budget list, budget creation, delete/purge budget, lock budgets/acct #s, link actual GP data & display setup, display budgetids, forecast setup, create historical avg for spreads. ...

    • Duplicate Payroll Tutorial

      PDF Tutorials  Interactive Tutorial Cropped Screenshots Full Page Screenshots           Other Related Tutorials & Page Links: * Step by Step Tutorial-Duplicate Budget * Knowledge Base Page Link-Duplicate Budget

    • Manage Budgets Tutorial

      PDF Tutorials  Interactive Tutorial Cropped Screenshots Full Page Screenshots           Purpose: To provide tools to manage budgets such as budget list, budget creation, delete/purge budget, lock budgets/acct #s, link actual GP data & display setup, ...