Copying a Dataset-Budget

In

Budgeting

, you typically copy a dataset to create a new instance of existing budget lines in the dataset for a financial year. You can copy one full dataset or you can add a second dataset and copy specific periods from one dataset and different periods from another dataset. For example, you can copy periods 1 through 9 from the first dataset and periods 10 through 12 from the second dataset—so you are building one dataset from periods in other datasets.

Copying a dataset creates an exact copy of the dataset o(r the selected periods in a copied dataset) so that you do not have to manually reconfigure all budget line items.

To create a new budget by copying existing datasets:

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.
For more information, see Budgeting.
Click the Utilities (gear) button (
).
From the drop-down list, select Copy Dataset.
The Copy Dataset dialog box appears.
For more information, see Copy Datasets dialog box.
In the To Dataset section, complete the following steps to define the dataset to which information will be copied:
1. From the Year drop-down list, select the year to which you will copy datasets.
2. From the Type drop-down list, select the type of dataset that information will be copied to.
In the From Dataset section, complete the following steps to define the dataset from which information will be copied:
1. Click the First Period cell and select a period from the drop-down list.
2. Click the Last Period cell and select a period from the drop-down list.
3. Click the Year cell and select a year from the drop-down list.
4. Click the Dataset cell and select a dataset from the drop-down list.
Optionally, to add another dataset from which to copy, complete the following steps:
1. Click Add Dataset.
  A new row appears.
2. Repeat steps 6a to 6d.
Optionally, to delete a dataset, click to highlight the row and then click Delete Dataset.
Select the appropriate check boxes if you want to exclude KBIs, hours, and/or rate adjustments in the new dataset.
Click OK.
The dialog box closes, and the dataset is created. It is named using the year and type that you selected in the To Dataset section.

Notes:

If there is mismatched data, an error message appears. You must correct the data and resubmit.
You cannot copy into a Dataset that is locked.
You cannot copy from the same dataset you are copying into.
You cannot overlap ranges. You must copy all periods 1 through 12/13 depending on the Financial Year type.
30/60/90 will only show in the selection list when a single period is being copied.
EPEP Current (Profit) will only show if a single period is selected and it matches the period of the Current Profit.