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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.

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Before you start

  • You need the write_budgets or manage_budgets permission. The Duplicate item is missing from the row menu without it.
  • Any budget can be duplicated, including Approved and Archived budgets.
  • The copy is created and saved the moment you click Duplicate. There is no preview.

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Create the copy

1

Find the source budget

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.
Budget row menu with View, Edit, Update Statuses, Duplicate, Export and Delete.

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.

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What is copied

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.

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Replace a locked budget

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.

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Troubleshooting

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Frequently asked questions

Yes. Duplicate creates it right away. Save is only for your later edits.
No. It creates a separate budget.
No. Set the year yourself.
No. Every copied line starts Pending.
No. Saved overrides come along with the schedule.
No. The copy stays in the same company.