How to Copy a Dataset

To Copy a dataset:

1.	In Administration, click Manage Datasets and then Datasets.

2.	Click the plus sign to add a dataset.

3.	Type a Name.

4.	Select the dataset Type: PROV, EST PYMT, or ACTR.

5.	Select a Fiscal Year.

6.	Select a Fiscal Period. For example, you can select FY - FY: full year.

7.	Type a Group Rate %.

8.	If required by your administrator, type the Case #.

9.	Choose Copy for the dataset Transaction.

10.	Click Tags or Classes & Subclasses to Apply the reporting functionality for the dataset.

a.	If you want Tags applied to the dataset select Tags for the copied dataset.

b.	If you want Classes & Subclasses applied to the dataset select Classes & Subclasses for the copied dataset.

11.	Select a dataset in the Source Dataset drop-down list.

12.	Select a dataset in the Prior Period Dataset drop-down list.

13.	Select Yes, if the dataset is a Read Only dataset. Otherwise, the default is No and information can be entered into the dataset.

14.	Click Next.

15.

Choose components in the Include from the Source Dataset dialog box that you want to include in the copied dataset. The list of components include: Sub-Consolidations, Attachments, Active Workpapers, My Reports, Shared Reports, Report Footnotes, Security Access, Data Source History, Clear Global Access Sign Off, Copy Notes and Selected Components.

For Selected Components:

1.	Click Yes for each component that you want to copy to the new dataset.

2.	Click Next.

3.	In the Copy Checked Components dialog box, select the components that you want to copy. You can copy individual components from the Beg Bal, Activity, Deferred, and Bal Sheet lists.

4.	Click a header to choose all components in a column. For example, click Beg Bal and all components are selected.

5.	Click Save.

Note: To exclude data entries from the source dataset during the copy process, select the subclass assigned to the specific class (up to 5). Also, you can select all classes in Class/Subclasses in Administration, within the System, Manage Configuration folder for data entry.