Note: Budget Management must be installed in order to use the Copy Budget feature 

  1. In Records, Budgets, select the appropriate Budget Scenario and click Open
  2. Select Budget at the top, then Budget tools
  3. Select Copy/Forecast budget and click Next
  4. Select any appropriate filters and click Next
  5. Select the appropriate source and destination scenario information
  6. Select the periods to copy and either amount or percent and click next
  7. Verify the Summary information is correct
  8. Click to Copy/Forecast Now