- To roll OM Budgeting templates from one cycle to another, open the current OM template, and verify the columns you want to roll. To roll to a new cycle, you will just be moving data from one column to another, within the same OM template. For example, rolling from “Proposed” to “Adopted”, you will be moving the numbers from the Proposed column, to the Adopted column.
Please note: you can edit information in previous cycles after rolling over your budget cycle to budget cycle, but it will not update automatically in all future budget cycles.
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To roll the data over, click “Data” at the top of the template, then select “Rollover Scenario”. Alternatively, if you only want to roll some of the data but not all, you can pre-filter the rows and select “Rollover Visible” to only roll the rows you have filtered for.
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Select the source column you’re rolling from, and the target column you’re rolling to. You can optionally multiply all the amounts by some number if desired, otherwise leave that box blank, and click Ok.
- Now all the data should be copied to the target column, in this example “Adopted Budget 2026”. You have successfully rolled your OM data to a new budget cycle.
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