Duplicate a budget view

Navigate to the Company level Admin tool.

Under 'Tool settings', click Budget.

 Tip

You can also access the 'budget views' page from a project's Budget tool. Click the ellipsis icon in the top right corner while viewing the 'Budget' tab and select Configure budget views from the drop-down menu.

In the 'budget view' table, click the ellipsis icon next to the desired budget view.

Select the duplicate icon from the drop-down list.

In the 'Duplicate budget view' page, configure the following:

1. View name. Enter a new name for the budget view by replacing the original budget view name.

2. (Optional) Description. Enter a new description for the budget view by replacing the original budget view description.

Click Save.