Duplicating a Budget
Step Action
1. Select {Settings} and then select {Budgets} under Customer.
2. Select entries under Budgets to be duplicated by checking boxes on the left-hand side. All
entries can be duplicated by checking box to left of {New} above Code column.
3. Select {Duplicate}. A results window will pop-up to indicate the selected budgets have
been duplicated. The duplicated security will also now appear with (Copy) in the name.
Note: Budget details will be duplicated but Customer and Contacts will need to be manually added.