In , you typically copy a dataset to create a new instance of existing budget lines in the dataset for the accounting year with which you are working. You can copy one full dataset (from periods 1 to 12) or you can add multiple datasets and specify the accounting periods from each dataset. For example, if you are creating a budget for next year, you might want to use this year's Budget from periods 1 to 4, last year's 30/60/90 from periods 5 to 7, and this year's End of Year Forecast from periods 8 to 12. In this example, you are building your new dataset from periods of multiple datasets.

Copying a dataset creates an exact copy of the dataset (or 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 dataset by copying existing datasets:

  1. In the toolbar, click the Main Menu icon (  ).
  2. From the drop-down list, under the Financial section, select Budgeting.
    The Budgeting screen appears in a separate tab.
    For more information, see Budgeting.
  3. Click the Utilities (gear) button (  ).
  4. From the drop-down list, select Copy Dataset.
    The Copy Dataset dialog box appears.
    For more information, see Copy Dataset dialog box. 

  5. In the From Dataset section, complete the following steps to define the dataset from which information will be copied:

    Note: The From Dataset section defaults to periods 1 to 12. This default setting assumes you are copying one complete dataset to the To Dataset. If you are copying from more than one dataset, you can change these periods to specify which periods to include.

    1. Click the First Period cell and select the first period in the range of the dataset from which you are copying.
    2. Click the Last Period cell and select the last period in the range of the dataset from which you are copying.
    3. Click the Year cell and select a year of the dataset from which you are copying.
    4. Click the Dataset cell and select a dataset from which you are copying data.
  6. (Optional) To add another dataset from which to copy, complete the following steps:
    1. Click Add Dataset.
      A new row appears.
    2. Repeat steps 5a to 5d. 
  7. (Optional) To delete a dataset, click to highlight the row and then click Delete Dataset.
  8. 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 to which the information will be copied.
  9. Select the appropriate check boxes if you want to exclude KBIs, hours, and/or rate adjustments in the new dataset.

  10. 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 locked dataset.
  • 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 type of accounting year.

  • 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.

 


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