The budget factory is a bulk editor that will save you time. You can use it in a variety of ways to create new budgets, update existing budgets or simply copy budgets for multiple business units in one process.


To get to the Budget Factory, click on the My Workspace menu, then Budgets & Actuals.








Select the organisation you want to work with. 









Click on the hamburger menu to open the sidebar navigation.















Click on the Budget Tools drop-down menu.













Click on Budget Factory. Please refer to the Budget Factory help note for detailed instructions.