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?
What is the best practice to rollover the prior year Jet Budget Structure for the new budget in the following year?
- This is something that is different for every company and what works best for you.
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?
- No, it loads everything back at 0 as the starting point and with no previous budget entries but it can retain certain things like roles and assignments.
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?
- It's been a while since I was in Budgets but they had added a "Refresh" feature at some point. I don't recall where it was though.
The good news about Budgets is that you can duplicate an existing budget to see how it works and the delete it when you are done playing around with it. No harm, no foul.
