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.

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.