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Copy a plan (from an existing plan)

Copies an existing plan. Used to simulate special deviating planning scenarios.

Goal: Copy of an existing plan

Steps:

  1. Go to “Manage Plans”

  2. Select the desired plan (e.g. with prior-year figures)

  3. Click the gear icon on the right

  4. Select the option “Copy”

  5. Optionally enter a new name and set the new period (e.g. 2026).

  6. Confirm with Save

→ The plan is taken over as a 1:1 copy and can then be adjusted.

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