Clearing datasets in Budget Utilities

Clearing a dataset clears all of the KBI, hour, rate, and fixed values. All values are reset to 0.

Note: You cannot clear working datasets, locked datasets, and datasets that are actively being edited by a different user.

Caution: If you have made changes and clear the dataset, all changes will be lost. There is no way to restore. You will have to recopy your datasets.

  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. In the Budgeting menu pane, select Budget Utilities (  icon  ) > Clear Dataset.
    The Clear Dataset dialog box appears.

  2. From the Dataset drop-down list, select the dataset to clear.

    Note: Working datasets, locked datasets, and datasets that are actively being edited by a different user cannot be selected.

  3. Select OK.
    All KBI, hour, rate, and fixed values are cleared and set to 0.