How to clone a budget on a task in the project sheet
To clone budget on a task:
- Go to the project sheet
- Go to the Tasks section
- Select the desired task
- Go to the Budget section.
- Hover over the budget with the mouse and click on the clone icon
What happens when a budget is duplicated?
An identical budget will be created with the same parameters. This option allows you, in cases where you have similar budgets, to create several copies and then make minor adjustments to save time.
Learn More
- Using budgets: an article to better understand what budgets are and their interest
- Adding a budget : how to create a new budget on a task
- Modifying a budget: how to modify an existing budget on a task
- Deleting a budget: how to delete an existing budget on a task