Add this topic/dialog box description to the page for Copying a Dataset-Budget.
...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.
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
...
This table describes the fields and controls for the Copy Dataset dialog box.
| Field | Description | Notes |
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 of budget dataset that will be copied.
| From 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. |
Is this true? I was able to add several rows to the table.
| 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. |
Makes KBI screen (start) blank. Don't bring kbis over. Some one will input forecast info
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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