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Copy a budget plan

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Copy a budget plan

You can use any plan as a basis for creating a new plan.

Before you begin

Role required: budget_admin

About this task

When you copy a plan, an exact replica of the plan and all its items is created, with the word copy appended to the name.


  1. Navigate to Financial Planning > Budget Planning > Budget Plans.
  2. Click a plan to open the Budget Plan form.
  3. Click Copy Plan.