Copying current budget data to preliminary budget

Copy selected budget data from the approved budget record to create a starting point for your new preliminary budget. The copy will go into Preliminary Position Budget (PA72.1) or Preliminary Job Budget (PA73.1). This does not overwrite existing budget information.

To import current budget information to preliminary budget

  1. Access Budget Purge (PA371) to purge any existing preliminary budget data. Purging budget files
  2. Access Preliminary Budget Data (PA172).
  3. Use the Selection tab to enter the budget you want to copy data from.

    The Fiscal Year Begin date you enter becomes the new effective date.

  4. Use the Counts tab to provide additional information about the new budget. Use the following guidelines to enter field values:
    Count Category

    Select the count category you want to create. If the budget records from which you want to select use one count category, select the same category.

    Position As of Date

    If you select Position for the count category, enter an "as of" date to begin the selection.

    Status

    If you select Position for the count category, select the position statuses desired. If left blank, all statuses are copied.

    Count Source

    Select which counts you want copied.

    Budget As of Date

    To copy records from a specific date, type an "as of" date. If you do not type a budget as of date, you need to type a budget range.

  5. Select the Add form function.
  6. Submit the job.