Budget Item Duplication

Duplication Feature

The duplication feature allows you to quickly create copies of existing budget items, making it easy to create similar items without having to manually re-enter all the information.

Duplicating Budget Items

1. In your budget, navigate to the budget item(s) you want to duplicate.
2. Click on the action button (3-dot menu) located to the right of the budget item.
3. Select Duplicate from the context menu.
4. A confirmation message will appear indicating the operation was successful.
5. Here's an example of the results:

Information Preserved During Duplication

When duplicating, the following elements are automatically copied:

• Sort Order and identification codes
• Description (with automatic addition of "Copy" for parent items)
• Costs : quantities and unit prices
• Attributes : tax codes, funding sources, accounting accounts

Parent and Child Elements

• When you duplicate a parent item, all its child items are also duplicated with their respective information
• The budget hierarchy is maintained in the copy
• The relationships between parent and child items are preserved

Identifying Duplicated Items

• Duplicated items are clearly identified by adding "Copy" to the end of the description
• This notation is only added at the main level (parent items) to avoid redundancy  Example: "Professional Services" becomes "Professional Services (Copy)"