Duplicate a Budget View

Navigate to the Company level Admin tool.

Under 'Tool Settings', click Budget.

 Tip

You can also access the 'Budget Views' page from a project's Budget tool. Click the ellipsis  icon in the top right corner while viewing the 'Budget' tab, and select Configure Budget Views from the drop-down menu.

In the 'Budget Views' table, click the ellipsis  icon next to the desired budget view.

Select the duplicate  icon from the drop-down list.

In the 'Duplicate Budget View' page, configure the following:

1. View Name. Enter a new name for the budget view by replacing the original budget view name.

2. (Optional) Description. Enter a new description for the budget view by replacing the original budget view description.

Click Save.