Copying configuration sets

You can copy all or parts of a configuration set to a new configuration set.

  1. Click the Home icon.
  2. Select Business Configuration > Configuration Set-specific Settings > Configuration Set Definition.
  3. Click the configuration set to copy and select Copy Configuration Set.
  4. Specify a name for the configuration set and select the check boxes of the configurations to copy. Or select Complete Configuration Set to copy the configuration set.
    This table shows which settings are copied from each configuration:
    Configuration What is Copied
    Configuration Set Model Settings selections on the General tab and Time Scope tab of the Configuration Set Definition Wizard. This setting is required and cannot be deselected.
    Configuration Set /Entity Settings Entity, currency, active status, organization, and segment selections on the Entities, Organizations, and Segments tabs of the Configuration Set Definition Wizard.
    Financial Planning Steps Financial planning steps that are listed in the Financial Planning Step Overview.
    Workflow Configuration All Workflow configuration data is copied. Each workflow configuration that was copied to the new configuration set has the status set as not completed. Decision Package and Decision Package Top Down workbooks are copied to the new configuration set and are published to workflow.
    Note: If this option is selected, the Financial planning steps configuration option is selected automatically. All financial planning steps must be submitted before the configuration is copied.
    Dependent Account Definition Dependent accounts that are defined on the Dependent Account Definition page for the selected configuration set.
    Exchange Configuration All exchange rates and currencies that are specified on the Currency Configuration and Exchange Rates pages.
    Cash Flow Configuration Assigned cash flow accounts and configuration
  5. Click OK.
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