New Year Budget

What is the best practice to rollover the prior year Jet Budget Structure for the new budget in the following year?

If you copy the prior year budget, does it copy all the budget entries, so you have to undo submit on all work items?  Reload and submit again?

Since the budget can't be loaded by category (GP), what happens if you added a new account since the last year budget?  How do you get it added to your template from the prior year?


1 comment

Please sign in to leave a comment.