How to Clone a Financial Model

There are two types of Financial Models in Financials and Proposals that users can Clone: HelioScope default Financial Models and user-created Financial Models.

Cloning HelioScope Models:

1
Go to Libraries.   
2
Click on Financial Models.   
3
Click on the HelioScope Model you'd like to Clone created by the HelioScope team.   
4
Click Copy to Library. 

Cloning Custom Models:

1
Go to Libraries.   
2
Click on Financial Models.   
3
Click on the Model you created that you'd like to Clone.   
4
Click Edit. 

5
Click the blue-button with a dropdown on the top right corner.   
6
Click "Save as New Financial Model."