Copying a budget

  1. Select Customer Lifecycle Management > Budget.
  2. In the Details section, select a budget type.
  3. Specify information in the other fields to refine the results of your search.
  4. Click Select.
  5. In the Budget section, click View Budget Row.
  6. In the Budget Allocations window, click the line to copy.
  7. Click New.
  8. Provide information on the copied activity type.
  9. Click OK.