This article explains how to copy costs from one cost type to another in the Financial Plan.
You may want to use the copy function, for example, once the budget is finalized and approved, you may want to maintain the ongoing estimated costs in the Forecast cost type. Or, as the plan is active incurring costs, you can copy the original budget into the Actuals cost type, then update as needed for each time period. You can copy from any one cost type to another.
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To copy costs to another cost type, click the ellipsis in the toolbar > Copy Values. The Copy Costs From form will open.
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Click into the Select Cost Type field and select the cost type to copy costs into.
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Click into the Start field and select the start date for the date range you would like to copy data from.
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Click into the End field and select the end date for the date range you would like to copy data from.
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Click Copy. The financial plan data will be copied over to the designated cost type.