Copying a First Budget

To copy a first budget:

1. Navigate to: Cost ManagementBudget.
2. Select your project from the Favorite Projects drop-down menu.
3. Click Copy.
4. Click the radio button to determine whether to copy from a Company Template or another Project.
5. Select the template or project name from the drop-down menu.
6. Select the checkboxes to indicate whether to copy the Original Estimate, Original Budget and Detail, and Forecasts.
7. Click Save/Close.