Accessing Budget Utilities

  1. In the upper-left corner of the screen, select Access your applications ( main menu icon ).
    The menu expands.

  2. Select FinancialBudgeting.
    The Budgeting Dashboard screen appears.

  1. From the Budgeting menu pane, select one of the following Budget Utilities ( icon ) options:

    • Copy Dataset

    • Export Dataset

    • Import Budget Lines

    • Clear Dataset

    • Rebuild Cost Structures

  2. The dialog box for the selected utility opens.