Copying optional data

The Options dialog box lets you select additional items to copy. These are the options:

  • Include Descendants of Selected Hierarchical Dimension Members copies all descendants or leaf descendants only of the selected member. This option applies to the Unit and any custom hierarchical dimensions. If you are copying Workforce Budgeting data, elimination and ownership descendant units and consolidated members are excluded. The Leaf Descendants Only option does not apply when copying Workforce Budgeting data.
  • Notes copies the comments specified during data entry.
  • (Financial Consolidation Only) Intercompany Data copies intercompany transaction data to the destination version.
  • Detail Budgeting Data (entire year) copies data specified on the Detail Budgeting page. The data is copied by years and versions only, not by periods. The entire year is copied, even if the period range represents only a partial year. The source and destination versions must be different but the source and destination period ranges must be the same.
  • (Financial Consolidation Only) Net Adjusted to Reported copies the net adjusted values of the source version to the Reported member of the Adjusted State dimension in the destination version. Adjustment detail is not copied.
  • Worksheet Details copies worksheet detail data. This check box is automatically selected. If the Net Adjusted to Reported check box is selected, you can choose whether or not to copy Worksheet Details.
    • Worksheet Details may not add up to the Reported member in this scenario because of the impact of CPM adjustments.
    • Opening and saving Worksheet Details on the target version will overwrite the copied data with the data in worksheet details.
  • Workforce Budget Data copies configuration information and employee budgets across versions within the Workforce Budgeting module. The information is also copied to the selected schedule lines in the main CPM model. Authorized budgets and vacant positions are included. We recommend that a schedule with all accounts mapped to Workforce Budgeting is defined to support this option.
    • The budget periods specified in the Workforce Budgeting module are automatically used when this option is selected.
    • This option is available when Workforce Budgeting is activated by defining the Global Settings.