---
title: "Duplicate a project budget (PAS)"
slug: "duplicate-a-project-budget-pas"
updated: 2026-07-07T18:50:43Z
published: 2026-07-07T18:50:43Z
canonical: "help.wrapbook.com/duplicate-a-project-budget-pas"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.wrapbook.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Duplicate a project budget (PAS)

> [!WARNING]
> This help article is related to the Production Accounting Suite (PAS)
> 
> In Wrapbook, production accountants and administrators can manage budgets using either the [Production Accounting Suite](/v1/docs/about-production-accounting) or [Cost tracking](/v1/docs/cost-tracking). To understand the differences, [click here](/v1/docs/about-production-accounting#production-accounting-faq).

> [!NOTE]
> The Production Accounting Suite (PAS) is permission based
> 
> To access PAS features in Wrapbook, your account must have one of the following [roles](/v1/docs/permissions-and-access-control) enabled:
> 
> - Role: *Company Admin, Accountant*
> - Custom role with: *Accounting & Cost Tracking / Budgets (Production Accounting) - Full access*

## Overview

With Wrapbook’s Production Accounting Suite (PAS), you can create a copy of an existing budget, eliminating the need to manually recreate budgets from scratch.

Budget duplication is particularly useful for:

- **Episodic productions** - Create copies of pattern budgets that can be customized for individual episodes
- **Scenario planning** - Make copies of your project budget to test various "what-if" forecasting scenarios without affecting your primary budget reporting
- **Reducing repetitive work** - Eliminate the need to import and customize similar budgets multiple times
- **Improving efficiency** - Save time when managing multiple episodes that require similar budget structures

## How to duplicate a budget

Follow these steps to duplicate an existing project budget:

1. In the left-side navigation, click the dropdown menu and select the project that you want to duplicate a budget for
2. In the left-side navigation, expand the ACCOUNTING menu and then click **Budget/EFC**
3. On the project’s Budget/EFC dashboard, click the three vertical dots next to the name of the budget that you want to duplicate
4. In the dropdown menu, select **Duplicate budget**
5. In the popup, enter a new name for your duplicated budget
6. Click to choose whether to include *Approved Overages* (if applicable)
7. Click the **Duplicate** button to create your new budget

![Dialog box for duplicating a budget with fields for name and codes.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/Untitled - 2025-09-05T160034.638.png)

*In the popup, enter a new Budget name, select the default location code(s) and/or production/episode code(s), click to update any of the optional settings, and then click the* ***Duplicate*** *button.*

![Notification confirming successful budget duplication with options to view or list budgets.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/Untitled - 2025-09-05T160215.783.png)

*After you click the Duplicate button, you’ll see a popup confirmation. Click the* ***See budget*** *button to open the new budget that’s been saved to your project’s Budget/EFC dashboard. Alternatively, you can click the List budgets button to return to the project’s Budget/EFC dashboard*

![Budget overview for Los Angeles Episode 3, showing actuals, purchase orders, and estimates.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/Untitled - 2025-09-05T160458.246.png)

*The duplicated budget will open on the project’s Budget/EFC dashboard. If you make any changes from here, be sure to click the* ***Save*** *button before leaving the page.*

## What gets duplicated

When you duplicate a budget, the following elements are copied to the new budget:

- All budget line items and their associated amounts
- Budget structure and organization
- Approved overages (optional - you can choose whether to include these)

## Important considerations

- The duplicated budget is completely independent from the original budget - changes made to one will not affect the other
- Duplication creates a snapshot of the budget at the time of duplication - subsequent changes to the source budget will not be reflected in the duplicate
- You must provide a unique name for each duplicated budget