Duplicate a Budget View

• Required User Permissions:

  • 'Admin' level permissions on the Company level Admin tool.

Duplicate a View

1. Navigate to the Company level Admin tool.

2. Under 'Tool Settings', click Budget.
   

    Tip

   You can also access the 'Budget Views' page from a project's Budget tool. Click the ellipsis icon in the top right corner while viewing the 'Budget' tab, and select Configure Budget Views from the drop-down menu.

3. In the 'Budget Views' table, click the ellipsis icon next to the desired budget view.

4. Select the duplicate icon from the drop-down list.

Rename the Duplicate View

1. In the 'Duplicate Budget View' page, configure the following:

   1. View Name. Enter a new name for the budget view by replacing the original budget view name.

   2. (Optional) Description. Enter a new description for the budget view by replacing the original budget view description.

2. Click Save.