It is possible to Roll Over a budget to save re-entering the information for a new period.

First, open the Budget, then Click Roll Over Budget

Confirm dates and increases by %

  • Check start and end dates are correct
  • Edit each line for a different % based increase, specific $ amounts can be entered by editing budget after the roll-over.
  • Confirm by clicking Roll Over Budget, this will create a new draft budget


Editing the Draft Budget


Click Edit to open the budget as a table and edit any part, or click on individual allocations to make changes.

When the new budget details are correct, Approve the Budget

See Adding a Budget for further details.