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This table describes the fields and controls for the Copy Dataset dialog box.
| Field | Description | Notes |
Dataset...
Are these budget datasets?
| From Dataset |
Year to which the type of data ?? will be copied.
Type of budget dataset that will be copied.
Is it always a budget dataset?
| First Period | The 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 Period | The last period of the accounting year from which you will copy data. This period is the last in the range of the selected dataset. | Default setting is Per 12 (Period 12), which is typically the last period of the accounting year. |
| Year | Year from which you copy the periods 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. |
| To Dataset | ||
| Year | Year to which the data (that is, the new set of budget lines) will be copied. This is the accounting 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. |
| 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 Dataset | Deletes 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. |
If 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. | Choosing to exclude KBI’s means that you will have to recalculate your budget even if you do not update KBI values. |
| Exclude Hours | Excludes |
hours from the datasets that are being copied. | |
| Exclude Rate Adjust | Excludes |
overtime hours, adjusted hours, and adjusted rates from the datasets that are being copied. |
If you select this check box, the Adjust Hours and Rate screen for your dataset will not contain data for overtime hours, adjusted hours, or adjusted rates. | Selecting this check box is recommended as most adjustments should not carry over from dataset to dataset. | |||||||
| OK |
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| Cancel |
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