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...so that users don't have to reconfigure everything again. There could be many lines in the budget - each with configured ... set up to do a specific function. 

Fields on the Copy Dataset dialog box

FieldDescriptionNotes
To Dataset
Year

Year to which the type of data ?? will be copied.

What is the financial year that you want to work in. Type of data is new set of budget lines. Creates a new instance of budget lines in the new year – an exact copy. It will contain everything from the From.

creates an exact copy from the From dataset

 
Type

Type of budget dataset that will be copied.

Is it always a budget dataset? yes. these are dataset names.user- and system-defined.

 
From Dataset
First Period  defaults to whole year
Last Period  
YearYear from which... 
Dataset

Dataset...

Are these budget datasets?

You must first select a Year before you can edit this field.
Buttons and check boxes
Add Dataset

Adds a new row in the From Dataset table. Use this option to add additional datasets...

So, Are you 're adding more datasets from which you're copying to the new dataset? Need more info.

You can add up to 12 datasets.

Is this true? I was able to add several rows to the table.

Delete DatasetDeletes the selected dataset in the From Dataset table/You must first select a row before you click the Delete Dataset button.
Exclude KBIs

Excludes

KBI

KBIs from the datasets that are being copied.

Makes KBI screen (start) blank. Don't bring kbis over. Some one will input forecast info

 
Exclude Hours

Excludes Hours from the datasets that are being copied.

not bringin in hours.

 
Exclude Rate Adjust

Excludes rate adjustments from the datasets that are being copied.

Does not bring in ot hours, adjusted hours, or adjusted rate from the adjust hours and rate screen from the From datasets. someone will do recalc budget to hours and rate adjustments

 
OKApplies your selections and closes the dialog box. 
CancelCloses the dialog box without applying your selections.