Modifying Budget Data
Overview
To enable further budget analysis, additional versions of a budget can be created including Forecast, Adjusted and Revised budgets (see Creating a New Budget for more information).
To assist in managing your budget numbers, BudgetLink provides the following functions.
- Copy Budgets
- Move Budgets
- Clear Budgets
How to copy budget values from one version to another
To assist in creating these additional budget versions, data can be copied from one version into another. Actual data can also be copied allowing you to create a budget based on the previous year’s actual data. See the Copying Budgets guide for more information.
How to move budget values from one version to another
If you've entered or imported your budgets against the wrong dimension, BudgetLink has the facility to move your numbers in bulk. See the Moving Budgets guide for more information.
How to clear budgets
If you've entered or imported the incorrect values into your budget and would rather start again, BudgetLink has the facility to clear your numbers in bulk. See Clearing Budgets for more information.