Copying Budgets from Earlier Budget Versions
You can create a new draft by copying any existing budget version of the same project. You can copy from one budget type to another for the same project; for example, you can copy from a cost budget type to another cost budget type. You cannot copy between cost and revenue budget types, nor can you copy budget versions between projects (except when copying the project from another project).
When you copy a prior version you can specify a growth percentage, which increases or decreases the copied budget amounts, but not the budgeted quantities, optionally rounded to the precision you choose. The new budget amounts override any data that exists in the draft.
To copy budget amounts from an earlier budget version:
1. Navigate to the Budgets form.
2. Enter the Project Number and Budget Type that you want to copy.
Note: You must enter a valid project number before you can enter a budget type.
4. In the Budget Version History window, select the budget Version that you want to copy.
6. Choose the Budget Type that you want to copy to. Change the Amount Adjustment and Rounding Precision if you want to adjust the budget amounts when you copy the budget.
Note: When you copy a budget, the To Draft Budget Type field defaults to the budget type you entered in Step 2. However, if the From Baselined budget type is an inactive budget type, the field defaults to blank.
7. Choose OK. Oracle Projects automatically displays the new draft in the Budgets window.
8. Revise the budget amounts as necessary.
