Copying and Editing a Budget
When you create a budget, you can copy and edit it.
To copy and edit a budget:
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Go to Lists > Relationships > Projects.
Note:You can skip steps 2–4 if you have already completed creating a budget from a work breakdown structure.
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Click Edit next to the project you want to update.
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Go to the Work Breakdown Structure subtab.
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Click Set as Baseline Budget.
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Go to your budget record.
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From the Actions list, select Create New Budget Version.
Tip:
Making copies of your budget allows versioning of previous budgets.