Copy Worksheet

Access this form using Activities>Budget Worksheet> Copy Worksheet.

Use this form to make a copy of an existing worksheet. You might want to create a copy of a worksheet if, for example, you wanted to transfer a worksheet that has already been transferred. Simply make a copy of the transferred worksheet, and then edit and/or transfer the copy.

 

Copy Worksheet Name: Select the existing worksheet that you want to copy using the drop-down list.

To Worksheet Name: Enter a new, unique worksheet name. (Use the Drop-Down Lookup to see existing names; however, they cannot be used again because the original still exists.) We recommend limiting your worksheet name to strictly alphabetic (A through Z) or numeric characters (0 through 9), and avoiding the use of symbols.

Version ID: Select a budget version using the drop-down list. (Budget Versions were created by the Administrator using Organization>Set Up Modules>Budget>Budget Versions.)