Start from an existing plan, review copied costs and statuses, and save changes to the new Draft.
Use Duplicate to copy a budget and all its lines into a new Draft for the same company. Use it to start next year’s plan, or to replace an Approved budget that is locked. This guide is for MSP staff and for company users whose MSP has given them budget write access.
Click Budgets and find the budget. Check its company, title, fiscal year and status.
2
Click Duplicate
Click … at the end of its row, then click Duplicate once.
Duplicate sits in the row menu between Update Statuses and Export.
3
Wait for the editor
A Budget duplicated successfully message appears and the new budget opens in the editor.
4
Rename the copy
Open Budget Details. The title starts with Copy of and the status is Draft. Change the title so you can tell the plans apart.
5
Set the year
The Fiscal Year is the same as the source. Change it to the year you are planning.
6
Review every line
Check each line and open Monthly Breakdown from View to review the schedule. All copied lines start with Pending status, including lines that were Approved or Rejected in the source. Set each line’s status again.
7
Save
Click Save to store your edits. The copy already exists. Closing the editor does not remove it.
The same company. Duplicate cannot move a plan to another company.
Fiscal year, period type, currency
The source values.
Notes and author
Copied. Update them if they describe the old plan. Notes appear in exports.
Descriptions, quantities, unit prices, line notes
Copied.
Recurrence, start month, custom interval, term
Copied.
Monthly overrides
Copied. Review them in Monthly Breakdown.
Categories and section order
Copied.
Links to Planner items, goals and products
Copied. Duplicate does not create new Planner items or products.
Budget status
Draft.
Line statuses
Pending on every line.
The copy is a separate budget. Editing it does not change the source, and the two never sync. To plan for a different company, create a new budget in that company.
An Approved or Archived budget cannot be unlocked. Duplicate it, review and edit the Draft, then approve the copy when it is ready. See Approve and lock a budget. The copy does not carry the original’s Actuals. It needs its own approval.
