Versions Compared

Old Version 11

changes.mady.by.user Frank Gambino

Saved on

compared with

New Version 12

changes.mady.by.user Frank Gambino

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

In

Include Page
Budgeting module name
Budgeting module name
, you typically copy a dataset to create a new instance of existing budget lines in the dataset for a financial an accounting year. You can copy one full dataset (from periods 1 to 12) or you can add a second dataset and copy specific multiple datasets and specify the periods from one dataset and different periods from another dataseteach dataset. For example, you can copy periods 1 through 9 from the first dataset and periods 10 through 12 from the second dataset—so you are building one dataset from periods in other datasets. in your first dataset, you might only use periods 1 through 3. You might want to add a second dataset that contains periods 4 through 7 and a third dataset that contains periods 8 through 12. In this example, you are building your new dataset from periods of multiple datasets.

Copying a dataset creates an exact copy of the dataset (or the selected periods in a copied dataset) so that  you do not have to manually reconfigure all budget line items. 

...

  1. In the toolbar, click the Main Menu icon ( 
    Include Page
    Main menu 9x icon 20px
    Main menu 9x icon 20px
     ).
  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 (gear) button ( 
    Include Page
    Gear menu icon 30px
    Gear menu icon 30px
     ).
  4. From the drop-down list, select Copy Dataset.
    The Copy Dataset dialog box appears.
    For more information, see Copy Datasets dialog box. 
  5. In the To Dataset section, complete the following steps to define the dataset to which information will be copied:
    1. From the Year drop-down list, select the year to which you will copy datasets. 
    2. From the Type drop-down list, select the type of dataset that information will be copied to.

  6. In the From Dataset section, complete the following steps to define the dataset from which information will be copied:

    Info
    iconfalse

    Note: The From Dataset section defaults to periods 1 to 12. This default setting assumes you are copying one complete dataset to the To Dataset. If you are copying from more than one dataset, you can change these periods to specify which periods to include.

    1. Click the First Period cell and select a period from the drop-down listthe first period in the range of the dataset from which you are copying.
    2. Click the Last Period cell and select a period from the drop-down listselect the last period in the range of the dataset from which you are copying..
    3. Click the Year cell and select a year from the drop-down list.of the dataset from which you are copying
    4. Click the Dataset cell and select a dataset from the drop-down list.
  7. Optionally, to add another dataset from which to copy, complete the following steps:
    1. Click Add Dataset.
      A new row appears.
    2. Repeat steps 6a to 6d. 
  8. Optionally, to delete a dataset, click to highlight the row and then click Delete Dataset.
  9. Select the appropriate check boxes if you want to exclude KBIs, hours, and/or rate adjustments in the new dataset.

  10. Click OK.
    The dialog box closes, and the dataset is created. It is named using the year and type that you selected in the To Dataset section.

     

Info
iconfalse

Notes:

  • If there is mismatched data, an error message appears. You must correct the data and resubmit.
  • 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.

Anchor
copy-dataset-dialog-box
copy-dataset-dialog-box
Copy Dataset dialog box

 This table describes the fields and controls for the Copy Dataset dialog box.

FieldDescriptionNotes
To Dataset
Year

Year to which the data (that is, the new set of budget lines) will be copied. This is the financial year that you will work with.

 

 
Type

Type of budget dataset that will be copied. The dataset contains a set of budget lines for which dollar values are calculated.

These are the datasets found in the User Defined Datasets and System Defined Datasets screens.
From Dataset
First PeriodThe first period of the accounting year from which you will copy data. This period is the first in the range of the selected dataset.

Default setting is Per 1 (Period 1), which is the first period of the accounting year.

Last PeriodThe last period of the accounting year from which you will copy data. This period is the first in the range of the selected dataset.Default setting is Per 12 (Period 12), which is typically the last period of the accounting year.
YearYear from which you copy a period in the dataset. 
Dataset

Budget dataset from which to copy into the dataset in the To Dataset section.

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 from which you are copying data.

You can add up to 12 datasets.

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 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. 

 

...


Related topics: