Using the Daily Tab
There are two ways to enter data in the Daily tab: Manually Entering Data or Using the Value Wizard and Using the Adjustment Wizard.
...
To manually enter data:
- Choose the Budget tab on the main screen.
- Click the link for Forecast KBIs.
- Determine if you need to enter data in the main screen or perform any of the tasks listed in the Related Tasks menu (Import KBIs, View Calculated KBIs or Re-Calculate Budget).
- If you need to enter data in the main screen proceed to Step 4.
- If you need to Import KBIs proceed to Importing KBIs.
- Proceed to Viewing Calculated KBIs, if necessary.
- Proceed to Re-Calculating the Budget if necessary.
- Select the Daily tab.
- Select either Market Segments, Revenue Centers, or Other KBIs from the Display drop-down list.
- Make the appropriate selections in the filter drop-down lists to determine what data is displayed.
- Select the Period for which you wish to enter dataa Period.
- Click in a cell to activate it, and enter your data. Continue entering data as needed.
- Click the Save icon.
- Select Re-Calculate Budget from the Related Tasks menu and proceed to Re-Calculating the Budget.