General information

  • When copying Workforce Budgeting data you must select the top member of the primary dimension hierarchy. This should be a Workforce Budgeting-specific hierarchy. This helps limit the scope of the copy process while keeping the financial tables in sync with the Workforce Budgeting tables.
  • The destination version is cleared of all data including supporting data such as notes, intercompany transaction details, or workforce budget data before source data is copied.
  • These rules apply to period ranges:
    • Only the members of the Period dimension that are within the focus range are copied.
    • The source and destination period ranges must include the same number of period.
    • A source or destination period range must be within a single fiscal year; the Workforce Budget Data option is an exception to this rule.
    • The ending period in any period range must equal or follow the starting period.
    • All periods must be at the same period hierarchy level.
    • The Include Period Descendants option provides the capability to copy the period hierarchy.
    • You can include P0 (Opening Period) as the starting period for any period range. It must be included in both the source and target period range.
    • The source and destination period ranges cannot overlap when source and destination version is the same member.
  • You can copy data from one version to another, from one period to another, and from one year to another. For example, you can copy 2009 Quarter 1 data from the Actual version to the 2010 Forecast version.
  • (Financial Consolidation only) You can copy net adjusted data to reported but adjustment detail is not copied.