Copy draft budget to baseline plan | Feature Requests

Copy draft budget to baseline plan

Matt Benton

Why cant we save a draft budget as the baseline plan, without having to put it as the working plan which then changes it with actuals?

September 20, 2022

Jane McLennan

Hi Matt,

Thanks for your feedback. There are some good use cases for saving a draft to baseline and vice versa so this function is in our Backlog. I will keep you posted of any progress. In the meantime a workaround is to Save as Draft or you could shift the revision line back to the start of the year in the Working Plan and Set as a Baseline. Thanks for your ongoing custom.