---
title: "Copy budget to planning"
slug: "bc-copy-budget-to-planning"
description: "Track budget vs actual numbers in Industrial Equipment Manufacturing with the Copy to Planning action for accurate forecasting and project management."
updated: 2026-06-25T09:59:07Z
published: 2026-06-25T09:59:07Z
canonical: "docs.staedean.com/bc-copy-budget-to-planning"
---

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

# Copy budget to planning

To track budget vs actual numbers, Industrial Equipment Manufacturing provides the **Copy to Planning** action to create a connection between budget lines and planning lines. This connection is important in the forecasting function, where an estimate to completion is calculated.

## Steps - Copy budget lines from the project task

1. From the project task line, open the budget lines.
2. In the project task budget lines, select **Process** > **Copy to Planning**. The page shows all lines that can be copied.
  - Budget lines of the type Resource No. and Group No. are copied. For these lines, the **Breakdown** function is optional.
  - Budget lines of the type **Item** can only be copied when a No. is specified. When the budget line is for an item category, first break it down into lines where the No. is specified.
  - Based on the type, planning lines can be opened from either an item planning line or a resource planning line.
  - Additional text lines (extended text) are linked to their parent line and copied with that parent line.
3. In the **Copy ProjectBudget to Planning** selection page, lines that can be copied are pre-selected. To exclude a pre-selected line, uncheck the **Accept** field.

## Steps - Copy budget lines from the project

1. From the **Project card**, select **Process** and locate the **Copy Budget to Planning** action.
2. Select **Copy Budget to Planning** to open the **Copy ProjectBudget to Planning** selection page.
3. The page lists all ProjectBudget lines that can be copied and have not been copied yet.
4. Click **OK** to copy the selected budget lines.

The **Copy Budget to Planning** page provides the following actions:
  - **Select** and **Deselect**: toggle the **Accept** field for all selected lines on the page.
  - **Split**: split the quantity of a line:
    1. Select the line for which you want to split the quantity.
    2. Select the **Split** action in the ribbon.
    3. A Split Line message appears showing the **Quantity Per** of the selected line.
    4. Enter the **Qty. to Split**: the quantity for the new line.
    5. Click **Yes** to confirm.
  - **Show Copied Lines**: shows all lines copied in previous actions. Copied lines are marked in the **Copied** field.

## Related

- [Project budgeting](/bc-project-budgeting.md)