To use the same structure, forms and step settings for the next budget you can duplicate a budget, remembering that you can still change the forms, steps and etc …. When you click on “Duplicate Budget” the following screen will be displayed:
Name *: The descriptive name of the budget. Ex: 2019 Budget. Description: A brief description about the budget. Year *: Budget year. Ex: 2019. Responsible: The user responsible for the budget.
By checking this option all the responsible for the steps of the forms will be kept with the exception of blocked users, to remove all those responsible just uncheck the option.
If unchecked, all dates will be removed and you will need to set them manually, by checking this option all dates (starting / ending days / months) will be retained for the forms steps but the year will be changed to one earlier than the year entered. Ex:
Budget 2017: Starting date: 10/20/2016 Final date: 27/10/2016 When doubling the budget for 2018, the year of the dates will be automatically configured: Starting date: 10/20/2017 End date: 27/10 / 2017To finish click on “Save”.
