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Copy a Jet Budget


This information applies to Jet Budgets version 2019R2 and higher

Overview

Jet Budgets provides the ability to create a new budget by copying an existing budget - including its underlying Work Items (optional) and Dimensions - with the ability to add new dimensions, if desired.

  1. From the Jet Budgets list, select the Budget you want to copy and click the Copy Budget button

  2. Provide a Name, Description, and Date Range for your new budget

  3. Your new budget will automatically include the same dimensions as were used in the original budget.  You have the option to add additional dimensions, if they are present in the underlying database.

    In this example, the Department dimension was brought over from the original budget.
    We've added the Business Group and Salesperson dimensions for the new budget
  4. Finally, you have the option to include any of the Work Item details that were utilized in the original budget.


    By default, all of the available details are selected
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