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Audience: MSP staff and Company users with budget creation access granted by their MSP. The screenshot shows the staff row menu; available actions depend on permissions. Duplicate creates a saved Draft immediately. It does not open an unsaved preview. Use it to start a replacement or a similar plan for the same company, then review the copy before approving it.

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Create the copy

  1. Open Budgets and find the source plan.
  2. Check its company, title, fiscal year and status.
  3. Open that row’s … > Duplicate once.
  4. Wait for Budget duplicated successfully and the new budget editor.
  5. Expand Budget Details if needed. The title begins Copy of and the overall status is Draft.
  6. Change the title to identify the new plan and review the copied fiscal year. The year does not advance automatically.
  7. Review every line and the monthly schedule, then choose Save for your edits.

Choose Duplicate from the source budget's row menu. This creates the copy immediately; closing the editor does not remove it.

If you decide not to use the copy, delete the unwanted Draft when authorized. Leaving the editor without saving your later edits does not undo the original Duplicate action.

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Review what was copied

The copy is a separate budget. Editing it does not revise the source, and later source changes do not keep the copy synchronized. For another company, create a new budget in that company’s scope.

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Replace a locked plan

An Approved or Archived budget cannot be unlocked for editing. Prepare and review a Draft copy, then follow the approval and archive workflow when the replacement is ready. Do not treat the copy as already approved or as carrying the original Actuals history. It needs its own review and approval. Check copied rejected lines carefully: they are Pending in the replacement and must be classified again before approval.

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Troubleshooting

If Duplicate is missing, ask the MSP to check your budget creation permission. If duplication reports an error, return to the list and check whether a copy exists before retrying. Confirm that any copy contains all expected lines. If it is incomplete, keep it in Draft and resolve the discrepancy before approval. See Edit line items, Adjust monthly overrides and Arrange sections for changes to the copied plan.

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FAQs

Open Budgets and use the source row’s three-dot menu, then Duplicate. The new Draft opens in the editor.
Yes. Duplicate creates it immediately. Save is required for your subsequent edits; closing the editor does not remove the copy.
No. It creates a separate budget. Edits to the copy do not revise the original, and the two do not stay synchronized.
No. It retains the source fiscal year. Set the intended year and review all dates and billing assumptions in the copy.
Every copied line starts Pending. Review previously approved and rejected lines again before approving the replacement.
No. Saved overrides carry over with recurrence, start month, interval and term. Review one-off exceptions in Monthly Breakdown.
Duplicate creates the copy in the same company. Create a new budget in the other company’s scope when a separate plan is required.
No. Existing links can carry over, but it does not create those linked records. Verify that the copied links still refer to the intended work.
Use a Draft copy for the replacement; the original remains locked. Review and approve the replacement through the documented approval workflow.
Check the list for a created copy before retrying. Compare its line count and contents with the source, and keep it in Draft until discrepancies are resolved.