In the Administration section, you can Add New Datasets. You can create Empty datasets, or Copy, Rollover, and Combinedatasets.
To add an Empty new dataset:
1. | In Administration, click Manage Datasets and then Datasets. |
2. | Click the plus sign to add a dataset. |
4. | Select the dataset Type: PROV, EST PYMT, or ACTR. |
6. | Select a Fiscal Period. For example, you can select FY - FY: full year. |
8. | If required by your administrator, type the Case #. |
9. | Choose Empty 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 rolled over dataset. |
b. | If you want Classes & Subclasses applied to the dataset select Classes & Subclasses for the rolled over dataset. |
11. | Select Yes, if the dataset is a Read Only dataset. Otherwise, the default is No and information can be entered into the dataset. |
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