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  • Linking standard sets to budget datasets (14790)—In previous versions, you could not associate a standard set with a budget dataset. In this release, the Budget Dataset screen (System Setup ( Image Removed   ) > Financial > Budget Dataset) now contains a Standard Set column where you can select a standard set to associate with a budget dataset.
    • Warning message (14958)—You will receive a notification if the KBI set in the Standard Sets configuration (System Setup (  ) > Labor > Standard Sets) and the KBI set in the Budget Dataset do not match. The message prompts you to reconfigure so that the KBI sets match.

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      Background information: The KBI set that is attached to the Labor Standard determines the configuration for the KBI calculation. The standard set used in the Budget Dataset determines how KBIs are displayed in the KBI Forecasting screens. For example, one standard set might be configured as an input, which means the unit value is imported or entered (so the cell is active); the other is configured as a calculated KBI, which means the system would calculate the value and that value is not editable. So if the standard set used in the calculation is input but the one used in the screen view is calculated, the system would show zero (because there is no calculation) and the user will not be able to input the number of units they want.

  • Default standard set on Calculate Working Dataset (14791)—The standard set selected for the budget dataset will appear as the default standard set selection in the Calculate Working Datasets dialog boxes, which are accessed from the following tasks in Budgeting (Main Menu (  ) > Financial > Budgeting): 

    • KBI Projections > Related Tasks.

    • Adjust Hours and Rates > Related Tasks.

    • 30/60/90 KBI Projections > Related Tasks.

    • Recalculate Profit Dataset.

    • Period End KBI Projections > Related Tasks > Calculate Profit Dataset.

    • Generate Profit Flex (there are two of these, one for EPEP and one for Actuals). 

    • Manage P&L Lines > Generate Profit Flex. 

    • Enter Actual KBI Values > Calculate Working Dataset.

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      Note: If no standard set is selected in the Budget Dataset screen, the standard set option on the Calculate Working Datasets screens defaults to its original default selection.

  • New user permissions (14792)—The Actions tab of the Security screen (Main Menu (  ) > Admin > Security) now contains a new permission called Can Change Standard Sets. If allowed, users can modify the standard set used for calculating. If not allowed, they can only calculate using the designated standard set for the budget.

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