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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.
The Copy Dataset dialog box appears. - 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
- In the To Dataset section, complete the following steps to define the dataset to which information will be copied:
- From the Year drop-down list, select the year to which you will copy datasets.
- From the Type drop-down list, select the type of dataset that information will be copied to.
- In the From Dataset section, complete the following steps to define the dataset from which information will be copied:
- Click the First Period cell and select a period from the drop-down list.
- Click the Last Period cell and select a period from the drop-down list.
- Click the Year cell and select a year from the drop-down list.
- Click the Dataset cell and select a dataset from the drop-down list.
- Optionally, to add another dataset from which to copy, complete the following steps:
- Click Add Dataset.
A new row appears. - Repeat steps 6a to 6d.
- Click Add Dataset.
- Optionally, to delete a dataset, click to highlight the row and then click Delete Dataset.
- Select the appropriate check boxes if you want to exclude KBIs, hours, and/or rate adjustments in the new dataset.
Click OK.
designated
The dialog box closes, and the dataset is created. It is named using the year and type that youselected in the To Dataset
(i.e. 2005 Original).section.
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