Detailed Financial Planning › About Copying Financial Plans

About Copying Financial Plans

You can copy an existing financial plan from an investment to create a new plan.

You can also copy a financial plan when creating an investment from a template investment that includes financial plans.

See the Project Management User Guide for more information.

The following rules apply when you copy an existing financial plan to create a new plan:

• In the target cost plan, the fiscal period type and grouping attribute values default to the source cost plan values. You cannot change these values.
• Any process instances associated with the source financial plan are not copied to the new plan.
• Any processes associated with the cost or benefit plan objects are available to the new plan for generating process instances.
• You can copy cost plans and benefit plans but you cannot copy budget plans.

More information:

Detailed Financial Planning