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
Fields on the Copy Dataset dialog box
| Field | Description | Notes |
| To Dataset | ||
| Year | 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 | Type of budget dataset that will be copied. | These are the datasets found in the User Defined Datasets and System Defined Datasets screens. |
| 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 first 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 datasets | |
| 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. |
| Buttons and check boxes | ||
| Add Dataset | Adds a new row in the From Dataset table. Use this option to add additional datasets... Are you adding more datasets from which you're copying to the new dataset? Need more info. | 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 | |
| Exclude Hours | Excludes Hours from the datasets that are being copied. not bringin in hours. | |
| Exclude Rate Adjust | Excludes rate adjustments from the datasets that are being copied. Does not bring in ot hours, adjusted hours, or adjusted rate from the adjust hours and rate screen from the From datasets. someone will do recalc budget to hours and rate adjustments | |
| OK | Applies your selections and closes the dialog box. | |
| Cancel | Closes the dialog box without applying your selections. | |