How to Copy all Compensation Items and Rates from One Scenario to Another

Option 1

If you loaded or added compensation items to one scenario and want to copy them to another scenario, perform the following steps:

1. Copy the associated template to the Default scenario from the source scenario.

   • Navigate to Maintenance > Templates > Template Setup.

   • Select the source scenario.

   • Select the template.

   • Click More.

   • Select Copy to Default Scenario.

2. Copy the template from the Default scenario to the target scenario.

   • Navigate to Maintenance > Templates > Template Setup.

   • Select the target scenario.

   • Click Mappings > Template Mapping.

   • Select the template.

   • Click Save.

Option 2

Another option is to create a new Forecast scenario that is seeded entirely with the Budget scenario. In this case, you are effectively copying the Budget scenario and converting it to a Forecast scenario. Everything will be identical to the Budget scenario at the time it is created.