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- In the toolbar, click the Main Menu icon ( ).
- From the drop-down list, under the Financial section, select Budgeting.
The Budgeting screen appears in a separate tab. - In the Adjust Hours and Rates row, click Update.
The Hours and Rates screen appears. - Click Related Tasks and select Calculate Working Dataset from the drop-down list.
The Calculate Working Dataset dialog box appears. Complete the fields as necessary.
Fields on the Working Dataset dialog boxField Description Notes - Click OK.
The dialog box closes and the working dataset is calculated.