DM 45 Admin FC – Copy Actual Periods

[RobDessureault]

The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 210.

See KB article: "Tax Provision Blueprint Instruction Guide - PV7.3.0 SV100"

See KB article: "Data Integration"

Dashboard DM 45 Admin FC – Copy Actual Periods

• This schedule is only for Forecast scenarios and is only used on the GLTaxAdmin workflow for “All Entities: Copy Definitions”.
• Select a base level entity or a parent entity. The copy/clear BR’s will run for all base level entities for that entity selected.
• Select the source scenario where you want the data to come from.
• In the toolbar, you will see:
  1. the destination scenario based on your workflow POV.
  2. the number of periods that will be copied – this is based on the destination scenario’s Text 2 field.

• There are two sections to this schedule.
  1. The Initialize Steps
  2. The Data Copy Steps
• The “Admin” version of this schedule includes the ability to execute the “Initialize Steps”.
• You can execute each step individually or for all steps for each section.
• A date and time stamp (including the source scenario) are added for informational purposes for each step after the copy BR executes. The data and time stamps are removed when a “Clear” is executed.