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  1. In the toolbar, click the Main Menu icon (  ).
  2. From the drop-down list, under the Financial section, select Budgeting.
    The Budgeting screen appears in a separate tab.
    For more information, see Budgeting.
  3. Click the Utilities button (  ).
  4. From the drop-down list, select Copy Dataset.
  5. Choose the appropriate Year and Type of the dataset you wish to copy (From Dataset).
  6. Select Add 2nd Dataset if desired and complete Steps a-c. If you do not select Add 2nd Dataset, proceed to Step 4.
  7. Select the type of dataset from the Type 2 drop-down.
  8. Select the end period for Dataset 1.
  9. Select the start period for Dataset 2.
  10. Choose the appropriate Year and Type of the dataset you wish to create (To Dataset).
  11. 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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Notes:

  • You cannot copy into a Dataset that is locked
  • You cannot copy from the same dataset you are copying into.
  • You cannot overlap ranges. You must copy all periods 1 through 12/13 depending on the Financial Year type.
  • 30/60/90 will only show in the selection list when a single period is being copied.

  • EPEP Current (Profit) will only show if a single period is selected and it matches the period of the Current Profit.

 

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