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Fields on the Copy Dataset dialog box

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

Closes the dialog box without applying your selections.
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 infoIf you select this check box, the KBI Projections screen for your dataset will not contain data. Selecting this option assumes that someone will input forecast information at a later time.

 
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

 
OK

Include Page
OK

Applies your selections and closes the dialog box. Cancel

button - generic FD
OK button - generic FD

 
Cancel

Include Page
Cancel button - generic FD
Cancel button - generic FD