5 Table: "Which Duplicate Option Do I Need?"

	Duplicate Budgets	Duplicate Payroll	Duplicate Fixed Calc Templates	Copy Bulk Assumptions	Duplicate Allocations	Duplicate OrgUnit Assumptions	Duplicate Project Allocations
Screenshots (click to expand)
Simple Definition	• Copy the line item assumptions • All manual data entry	• Copy the payroll assignments along with hourly staffing entries, roster and setups • Just setup the individual pieces	Copy the custom worksheets	Copy a set of rows into a large number of accounts	Each allocation screen has its own duplicate button	• Copy a dept's budget • Copy the accounts within a particular dept	Copy the custom job cost module
Key Features	• Copy each component separately • Blend different data sets from different versions to create a new data set (i.e. assumptions v1 plus payroll v3 = new budget v4)	• Copy the setups from year to year • If you have low staff turnover & minimal benefits changes, it may be worth copying the prior budgets • You may want to bring over the base benefit plans & start with a new roster of employees	• Convenient utility to simultaneously duplicate • Recalculate all worksheets at one time	• Create a template of line-item account details • Copy that to large number of destination accounts (i.e. IRS Mileage Reim Calc)	Duplicate button is available on each allocation window	• Clone 1 dept to create another • Specifically duplicate a prior budget for 1 dept only	Allows you to copy all projects from 1 budget to another
Full Company or Dept Specific	Full Company	Full Company	Full Company	Dept Specific	Full Company	Dept Specific	Full Company
Facilitate OrgUnit Duplication	Yes	Yes	Yes	Yes	No	No	No
Pros/Why Use This	Copy an existing budget into another budget	Copy an existing payroll into another budget	Copy an existing fixed calc template into another budget	Typical use case: Create a 3 line calculation (IRS mileage reimbursement * miles driven = mileage expense) for all depts	Copy an existing allocation into another budget	Copy an existing orgunit assumption into another budget	Copy an existing project allocation into another budget
Cons/Downside	None	None	None	None	• Can be tedious for a large number of allocations • Consider using custom worksheets instead	None	None

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