Duplicating and dividing existing workspaces

Overview

The purpose of this article is to provide the necessary steps to duplicate and divide an existing workspace.

It is aimed at users who have upgraded to the latest version of BudgetLink and now want to make use of workspaces.

Understanding Workspaces

The purpose of workspaces is to allow for different configurations. Each configuration would represent a single client or company group. Each configuration is kept separate with their own Data Files, their own Account Hierarchies, their own Budgets, etc.

Each workspace will have it's own folder, it's own series of databases, data warehouses, backups, logs, etc.

Workspaces are typically stored within the \BudgetLink\Workspaces\ folder where BudgetLink was installed.

Duplicating and dividing existing workspaces

To duplicate and divide an existing workspace, follow these steps.

1. Using Windows Explorer, find the original workspace folder to duplicate;
2. Copy and paste the whole workspace folder;
3. Rename the new folder to a more meaningful name;
4. Using BudgetLink's menu, select30. Settings and thenWorkspaces;
5. Click on the Manage Workspaces button;
6. Click Add Workspace and choose to Link to Existing Workspace;
7. Select the new folder named in step 3 and click OK;
8. Enter the Name and Description for the workspace;
9. Click OK to save the changes;
10. Select the workspace from the list and click Select;
11. Use the Manage Data Files, Manage Account Hierarchies and other screens to remove any item that does not apply to the newly duplicate workspace.

Notes

• You can repeat this process for as many workspaces as you need to create.

Related Topics

• Workspaces