How Do I Create a New Budget Worksheet using Current Posted Budget Data?

The following is a checklist for creating a new budget worksheet using current posted budget data:

1. First you will need to open the Budget Worksheet using Activities>Budget Worksheet, enter a new worksheet name and press Enter, or click the New button at the bottom of the form.
2. Select the Budget Version for your new copied budget and click Next.
3. Select Budget Dollars and New Worksheet, and then click Next.
4. Enter your Budget Effective Dates for which your budget entries will be posted, and click Next.
5. Comparative data is optional, and not required for copy purposes since you will simply be posting the same budget figures. Click Next.
6. Select the segments that you want to copy and click Next.
7. Select the Account Types from All Available Accounts and Activity Basis = ACT to copy the budget exactly as it currently exists in the posted budget you are copying, then click Next.
8. Filters are also optional and not required for copy purposes. Click Next.
9. This next screen is the first step where we elect to copy data. Choose Calculation Basis of Budget, and select the Budget Version that you are copying. Choose the Calculation Method of Period Matching which is the only method to bring in data that matches exactly as you have posted, and then click Next.
10. The Historical Range screen is where we decide the date range of the existing budget to copy. You have already selected the appropriate budget version, segments, and accounts, but this final step is the ultimate factor of what will be produced into your new worksheet. Click Next.
11. You should be presented with a count of Budget Entries totaling what your source budget has posted. Click Finish/Save to produce your worksheet.