Use this toolkit to copy one or all pools for a given allocation group and fiscal year to another allocation group/fiscal year. You should use this toolkit at the beginning of each fiscal year to establish pools for the new fiscal year. You can also set up pools manually in the Cost Pools screen (Projects » Cost and Revenue Processing » Cost Pool Setup) or use the Create Pool Links screen (Projects » Cost and Revenue Processing » Cost Pool Setup). However, the Copy Pools toolkit is less time consuming, and you can use it if there are no major changes to the pool structure.
This utility differs from the Clone feature in the Cost Pools screen in that you can copy all pools simultaneously instead of just one at a time.
You can execute this toolkit more than once to include the different pools for an allocation group and fiscal year; however, you can execute this toolkit only once for a given allocation group/fiscal year/pool combination. In other words, once you have copied a pool for some of the subtask data for a pool (such as the pool base and pool cost), you cannot copy it again for additional subtasks of the same pool. Note that the main screen and the Default Accounts subtask of the Cost Pools screen are automatically included in the copying process. If you select the Pool Base Data and Pool Cost Data check boxes, the Base Creation Setup (Projects » Cost and Revenue Processing » Cost Pool Setup) and Cost Creation Setup (Projects » Cost and Revenue Processing » Cost Pool Setup) screens will be automatically created for the new fiscal year.
You must set up cost pools for a new fiscal year before executing the Compute & Print Pool Rates screen (Projects » Cost and Revenue Processing » Cost Pool Processing & Reporting). You can set up pools manually using the Clone feature in the Cost Pools screen, or you can set up pools using this utility. Be sure to execute the Build Rate Application Table screen (Projects » Cost and Revenue Processing » Cost Pool Processing & Reporting) after you have established the pools for a new fiscal year.
Enter, or use the drop-down list to select, a valid allocation group from which you want to copy.
Enter, or use the drop-down list to select, a valid fiscal year from which you want to copy.
Use this group box to select all pools or one pool in this process.
Select this option to copy all pools.
Select this option to copy one pool.
Enter, or use the drop-down list to select, a valid pool from which you want to copy. This field is available only if you have selected the One Pool option.
Use this group box to identify the pools that you want to create.
Enter, or use the drop-down list to select, a valid allocation group destination.
Enter, or use the drop-down list to select, a valid fiscal year destination. The pools for the source allocation group and fiscal year selected for copying will be inserted into this allocation group/fiscal year.
Enter, or use the drop-down list to select, a valid pool destination. This field is available if you selected the One Pool option in the Select Pool group box.
Use this group box to select various options for copying.
Select this check box to include data from the Pool Base subtask of the Cost Pools screen (Projects » Cost and Revenue Processing » Cost Pool Setup) in the copying process. This option will also copy the data in the Base Creation Setup screen (Projects » Cost and Revenue Processing » Cost Pool Setup) for the source fiscal year/pool/allocation group.
Select this check box to include data from the Pool Cost subtask of the Cost Pools screen (Projects » Cost and Revenue Processing » Cost Pool Setup) in the copying process. This option will also copy the data in the Cost Creation Setup screen (Projects » Cost and Revenue Processing » Cost Pool Setup) for the source fiscal year/pool/allocation group.
Select this check box to include data from the Pool Rates subtask of the Cost Pools screen (Projects » Cost and Revenue Processing » Cost Pool Setup) in the copying process.
Select this check box to include data from the Service Center subtask of the Cost Pools screen (Projects » Cost and Revenue Processing » Cost Pool Setup) in the copying process.
Click this button to start the copying process.
Click this button to exit this screen.