Transfer Engagements to a Master Budget

This task bulk transfers open engagements to another master budget.
  1. Navigate to the Configuration in the MSP view.
  2. Click Requisition > Master Budget.
  3. Locate the master budget to roll over from the Master Budget table.
    You can use the search field at the top of the table to filter the budgets displayed.
  4. Click the Master Budget ID (blue link text).
  5. In the budget details, click .
  6. In the popup, use the Target Master Budget drop down to select the target budget.
  7. Click .
  8. Review the transfer details on the confirmation popup.
  9. Click .