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.