Copying Budgets to Periods

You can copy a staff's budget goals from one period to any number of additional periods. When several periods have the same budgeted goals, this eliminates setting up each period individually.

To copy budgets from one period to others, do the following:

  1. Open Dashboard, click Application Links on the navigation panel, and then click Staff Manager under Staff.
  2. Click Productivity Goals in the navigation panel.
  3. Click Copy goals to periods in the navigation panel.
  4. If needed, select the year from which to copy the goals.

    5. Note: You cannot edit prior fiscal years.

  5. Select the staff whose goals are to be copied. The budget periods and goals established for that staff are displayed.
  6. Click on a budget period to select the period from which to copy the goals.
  7. Click the Select box to choose the periods to which you want to copy the goals. To remove a selection made by mistake, click the Select box again. ClosedExplain the components of the selection grid.
  8. Click Apply to confirm your selections. The window will reset to clear the options you selected.
  9. Click one of the ClosedSave buttons or Cancel.