Copying budget categories

After you create budget categories, you can copy them to other years covered by the budget.

  1. Load the budget you want into the InfoViewer.
    To open the Analysis Budget InfoViewer, click Lookup Analysis Budgets on the Asset Analysis page. Then look up the budget that you want to work with and click the link in the Name column to open the InfoViewer.
  2. Click Action and select Copy Categories.
  3. Specify this information:
    Copy From Year
    Select the budget year from which you want to copy categories.
    Annual Change
    Specify the dollar amount by which funding for the copied categories will increase or decrease each year. Use negative numbers to indicate that funding will decrease.
    Categories
    Select each category that you want to copy.
    Copy to Years
    Select each budget year to which you want to copy the selected categories.
  4. Click Copy.
    Infor Public Sector adds the selected budget categories to each year that you selected.