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- In the toolbar, click the Main Menu icon ( ).
- From the drop-down list, under the Financial section, select Budgeting.
The Budgeting screen appears in a separate tab.
For more information, see Budgeting. - Click the Utilities button ( ).
- From the drop-down list, select Copy Dataset.
- Choose the appropriate Year and Type of the dataset you wish to copy (From Dataset).
- Select Add 2nd Dataset if desired and complete Steps a-c. If you do not select Add 2nd Dataset, proceed to Step 4.
- Select the type of dataset from the Type 2 drop-down.
- Select the end period for Dataset 1.
- Select the start period for Dataset 2.
- Choose the appropriate Year and Type of the dataset you wish to create (To Dataset).
- Click OK. The new dataset will be named using the year and type that you designated in To Dataset (i.e. 2005 Original).
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