{"id":2379,"date":"2016-09-21T15:25:43","date_gmt":"2016-09-21T03:25:29","guid":{"rendered":"http:\/\/help.psoda.com\/?page_id=2379"},"modified":"2023-08-23T21:23:09","modified_gmt":"2023-08-23T21:23:09","slug":"a201318","status":"publish","type":"page","link":"https:\/\/www.psoda.com\/help\/a201318\/","title":{"rendered":"Copy budget or sub-group form"},"content":{"rendered":"<div class='content-column three_fourth'>This <a href=\"\/help\/a7\">popup<\/a> form can be accessed via the <a href=\"\/help\/wp-content\/uploads\/2023\/08\/options_menu.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-152\" src=\"\/help\/wp-content\/uploads\/2023\/08\/options_menu.svg\" alt=\"Options menu icon\" width=\"25\" height=\"23\" \/><\/a>options menu in the top header area of the <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/budgetgroup.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-235\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/budgetgroup.svg\" alt=\"Budget icon\" width=\"24\" height=\"20\" \/><\/a><a href=\"\/help\/a454\">budget view page<\/a>, as shown in Figure 1. Alternatively you can access the <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/copy.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-232\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/copy.svg\" alt=\"Copy icon\" width=\"26\" height=\"23\" \/><\/a>copy popup form via the  <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/threedot.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"actions_icons_img alignnone size-full wp-image-168\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/threedot.svg\" alt=\"Actions menu icon\" width=\"23\" height=\"22\" \/><\/a>actions column menu of the <strong>Budgets<\/strong> tab at the <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/program.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-169\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/program.svg\" alt=\"Programme icon\" width=\"25\" height=\"20\" \/><\/a><a href=\"\/help\/a64\">programme<\/a>, <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/project.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-168\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/project.svg\" alt=\"Project icon\" width=\"23\" height=\"22\" \/><\/a><a href=\"\/help\/a104\">project<\/a>, <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/subproject.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-233\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/subproject.svg\" alt=\"Subproject icon\" width=\"24\" height=\"19\" \/><\/a><a href=\"\/help\/a494\">sub-project<\/a>, or <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/changerequest.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-171\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/changerequest.svg\" alt=\"Change requests icon\" width=\"21\" height=\"23\" \/><\/a><a href=\"\/help\/a304\">change request<\/a> view pages, as shown in Figure 2.\r\n<p style=\"text-align: center;\"><a href=\"\/help\/wp-content\/uploads\/2023\/08\/copy_budget_1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"ss_img alignnone wp-image-2380\" src=\"\/help\/wp-content\/uploads\/2023\/08\/copy_budget_1.png\" alt=\"copy budget from top header area\" width=\"162\" height=\"97\" \/><\/a><\/p>\r\n<p style=\"text-align: center;\"><strong>Figure 1 &#8211; Access via options menu\u00a0 <\/strong><\/p>\r\n<p style=\"text-align: center;\">\u00a0<a href=\"\/help\/wp-content\/uploads\/2023\/08\/copy_budget_2.png\"><img loading=\"lazy\" decoding=\"async\" class=\"ss_img alignnone wp-image-2381\" src=\"\/help\/wp-content\/uploads\/2023\/08\/copy_budget_2.png\" alt=\"copy budget from tab\" width=\"469\" height=\"81\" \/><\/a><\/p>\r\n<p style=\"text-align: center;\"><strong>Figure 2 &#8211; Access via budget tab\r\n<\/strong><\/p>\r\nThis popup is shown in Figure 3 and is\u00a0used to copy an existing <a href=\"\/help\/a450\">budget<\/a>.\r\n<p style=\"text-align: center;\"><a href=\"\/help\/wp-content\/uploads\/2023\/08\/copy_budget_3.png\"><img loading=\"lazy\" decoding=\"async\" class=\"ss_img alignnone wp-image-2383\" src=\"\/help\/wp-content\/uploads\/2023\/08\/copy_budget_3.png\" alt=\"copy budget form\" width=\"357\" height=\"339\" \/><\/a><\/p>\r\n<p style=\"text-align: center;\"><strong>Figure 3 &#8211; Copy budget form<\/strong><\/p>\r\nUse the tree navigation layout to select the parent <a href=\"\/help\/a9\">asset<\/a> that needs a copy of this <a href=\"\/help\/a450\">budget<\/a>. You can show or hide levels or sub-levels by clicking on the <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/next.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-602\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/next.svg\" alt=\"expand nav icon\" width=\"20\" height=\"22\" \/><\/a>expand or <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/vnext.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-1061\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/vnext.svg\" alt=\"collapse icon\" width=\"26\" height=\"21\" \/><\/a>collapse icons.\r\n\r\nSelect the name of your desired parent asset and edit the <strong>reference<\/strong> of this copied budget if you wish to do so.\r\n\r\nNote: names with a\u00a0<a href=\"\/help\/wp-content\/uploads\/2023\/08\/grey_background.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1804\" src=\"\/help\/wp-content\/uploads\/2023\/08\/grey_background.svg\" alt=\"pink background\" width=\"108\" height=\"22\" \/><\/a> cannot be selected.\r\n\r\nYou may also select a new <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/workflow.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-154\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/workflow.svg\" alt=\"Workflow icon\" width=\"22\" height=\"20\" \/><\/a><a href=\"\/help\/a370\"><strong>workflow<\/strong><\/a> to accompany this <a href=\"\/help\/a450\">budget<\/a> copy.\r\n\r\nThe &#8216;<strong>c<\/strong><strong>opy state history<\/strong>&#8216; check box at the very bottom of this form allows for you to copy across all of the current budget&#8217;s state history as well, should you want to.\r\n\r\nOnce you are happy with the selection click on the &#8220;<strong>Copy budget<\/strong>&#8221; button at the bottom of the form.\r\n\r\nIf you do not want to copy this <a href=\"\/help\/a450\">budget<\/a> anymore then you can click on the &#8220;<strong>Cancel<\/strong>&#8221; button to close the form.<\/div>\r\n<div class='content-column one_fourth last_column'><strong>Related topics<\/strong>\r\n<ul>\r\n \t<li><a href=\"\/help\/a450\">Budgets<\/a><\/li>\r\n \t<li><a href=\"\/help\/a201389\">Budget structure<\/a><\/li>\r\n \t<li><a href=\"\/help\/a451\">Add budget or sub-group form<\/a><\/li>\r\n \t<li><a href=\"\/help\/a452\">Edit budget or sub-group form<\/a><\/li>\r\n \t<li><a href=\"\/help\/a201317\">Move budget or sub-group form<\/a><\/li>\r\n \t<li><a href=\"\/help\/a453\">Delete budget or sub-group form<\/a><\/li>\r\n \t<li><a href=\"\/help\/a454\">View budget or sub-group page<\/a><\/li>\r\n<\/ul><\/div><div class='clear_column'><\/div>","protected":false},"excerpt":{"rendered":"<p><div class='content-column three_fourth'><\/div>  This popup form can be accessed via the options menu in the top header area of the budget view page, as shown in Figure 1. Alternatively you can access the copy popup form via the  actions column menu of the Budgets tab at the programme, project, sub-project, or change request view pages,<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":275,"comment_status":"closed","ping_status":"closed","template":"","meta":{"inline_featured_image":false,"footnotes":""},"class_list":["post-2379","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Copy budget or sub-group form - Psoda Help Centre<\/title>\n<meta name=\"description\" content=\"Read the documentation and learn how to use Psoda&#039;s Copy budget or sub-group form\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.psoda.com\/help\/a201318\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Copy budget or sub-group form - 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