Copying actual data to budget data between configuration sets

  1. Click Home.
  2. Select Application Configuration > Configuration Set-specific Settings > Data Transfer > Global Processes.
  3. Select the source configuration set, version, entity, frequency, and period.
  4. Select the target configuration set, version, entity, frequency, and period.
    Note: 

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

    If the entity selection of the source and target differ, then all values are copied one to one. The values are not available for those entities that are not activated in the target.

  5. Select the Copy Exchange Rates and Configuration option to show values in one line in the group currency.
    Note:  If the Copy Exchange Rates and Configuration option is not selected, then values are displayed in local currencies without any currency conversion.
  6. Click Initiate Transfer.