Admin Users: Copy Forward Budget Status

This article details the process for Admin users to copy forward all Budget Items from one Budget Status to the next.

Access the Manage Budget Formulation Screen

1. From the Gears/Settings drop-down in the top right of the screen, select Manage Budget Formulation.

2. When the Manage Budget Formulation screen opens, select the 'Copy Forward Budget Status' option. Then select 'Confirm' on the confirmation modal.

3. Select the correct FY for which Budget Item Statuses should be copied forward.

4. Select the desired 'Status' from which to copy forward (generally the current status based on the budget cycle for a given FY). The 'To Status' field will automatically populate with the next Budget Status.

5. When the 'From Status' has been chosen, select the 'Copy Budget Status' option from the top menu.