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Copying Settings

Settings can be copied from one company to another via the copy settings link at the bottom-left of the setup screen. This link is available in the company setup, steps 4-6 (Select KPIs, Set Targets, Set Alerts).

Simply choose the company you are copying from, and then choose from the following options:

  1. KPIs - copy the configuration of the "Select KPIs" page, including KPIs, categories & importance
  2. Targets - copy the configuration of the "Targets" page, including target values, and whether each KPI's targets are set from the budget
  3. Alerts - copy the configuration of the "Alerts" page

 These three options are described in more detail below.

1. KPIs

If "KPIs" is ticked, the configuration of the "Select KPIs" page of the company setup will be copied from the company you have chosen.

The copy includes:

  • Category Names
  • Category Order
  • Fathom & KPI Library KPIs selected in the master company. Not-relevant KPIs will also be copied, but marked as not-relevant in company being copied to.
  • KPI Order
  • KPI Importance (also indicates whether a KPI is enabled).
  • Note: existing KPIs that are not in the master company will be disabled.

The copy excludes:

  • Any KPIs which are not from the organisation’s KPI Library.
  • Any categories which include only company specific KPIs.
  • Financial KPIs and any Formula KPIs that depend on the financials, if the company being copied to doesn’t have financials.

2. Alerts

If "Alerts" is ticked, the configuration of the "Alerts" page of the company setup will be copied from the company you have chosen.

The copy includes:

  • Whether an alert is turned on or off
  • The threshold of the alerts

3. Targets

If "Targets" is ticked, the configuration of the "Targets" page of the company setup will be copied from the company you have chosen.

The copy includes:

  • Whether to use Simple or Variable targets
  • Whether budgets should be used for target values (if the company being copied to has a budget)
  • The target values for KPIs which the master company has in common with the company being copied to.

The copy excludes:

  • Target values for KPIs which exist in the company being copied to, but not the master company, or vica versa.
  • Budget values are never copied - only the underlying target values which would be used if a KPI was not set to use budgets.

A note regarding consolidated companies

Copy settings cannot be used to copy KPIs and categories to a consolidated company. In Fathom, the KPIs for a consolidated company are created by rolling up KPIs which exist in the subsidiary companies. To create KPIs in a consolidated company, copy the KPIs into one of the subsidiary companies, and they will roll into the consolidated company automatically.