Copying actual data to budget data between configuration sets

Use the Data Transfer page to copy actual data to a budget version for a single year.

To copy actual data, select the Global Processes tab, in the Copy Actual Data to Budget Data between Configuration sets section. Select the source configuration set, version, entity, and year. Then select the target configuration set, version, entity, and year.

You can select a single entity or the total element. If you select the total element, data is copied for all entities. If you select a total element, you cannot select an entity in the target configuration set.

If the entity selection of the source and target differ, all values are copied 1:1. But the values are not available for those entities that are not activated in the target.

If you select the Copy Exchange Rates and Configuration option, the values are displayed in one line in the group currency. If this option is not selected, the values are displayed in local currencies without any currency conversion.

Click Initiate to copy the data. You are prompted to overwrite the data.