SAH - Single Copy TurnPoint Budget

TurnPoint now allows you to copy an existing client budget using the Budget Planner wizard. This is useful when setting up a new budget period or when upgrading funding level, as all information from the original budget is pre-filled and can be edited before saving.

How to Copy a Budget

Step-by-step: Copying a budget

1. Navigate to Support at Home > Budgets.
2. Locate the budget you want to copy and click the Copy action.
3. The Budget Planner wizard will open with all fields pre-filled from the original budget.
4. Review and update the dates (this is typically the main reason for copying a budget).
5. Step through each section of the wizard, editing any other fields as required.
6. On the final step, review the summary and click Save to create the new budget.

What Gets Copied

• Client — Cannot be changed
• Budget Items — All items are pre-filled with their existing details and costs updated to match the selected price plan

Things to Note

• The system will prefill in new service types that exist in the new price plan
• If you change the price plan, any services that do not exist in the new price plan will be removed.
• New services in the selected price plan will be available to add during the wizard.
• The system will alert you to any differences between price plans when you make a change.