Copying budget allocations

Use this procedure to create an allocation from an existing allocation or to create a copy of an existing allocation. You can copy allocations between allocation controls with the same budget basis and budget dimensions. Data from the copied allocation are default values for the new allocation.

Select Processing > Allocations > Allocation Control.
On the Budget tab, open an allocation control record.
Select the allocation to copy.
Click the Copy Allocation button.
Specify this information:

Default Step

Select the default step that is assigned to the allocation line.

Allocation Group

Select an allocation group. The allocation group is used to enable processing of multiple allocations simultaneously.
Click Submit.