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There are two three 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:

  1. Choose the Budget tab on the main screen.
  2. Click the link for Forecast KBIs.
  3. 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).
  4. Select the Daily tab.
  5. Select In the toolbar, click the Main Menu icon ( Image Added ).
  6. From the drop-down list, under the Financial section, select Budgeting.
    The Budgeting screen appears in a separate tab.
  7. In the KBI Projections row, click Update/Start.
    The KBI Projections screen appears.
  8. From the Display drop-down list, select either Market Segments, Revenue Centers, or Other KBIs from the Display drop-down list.
  9. Make the appropriate selections in the filter If necessary, use the Show and Revenue Center drop-down lists to determine what filter the data that is displayedshown.
  10. Select a Periodthe Daily tab.
  11. Click in a cell to activate it, and enter your data. Continue entering data as needed.
  12. Click the Save icon Image Added ).Select Re-Calculate Budget from
  13. From the Related Tasks
  14. menu and proceed to
  15. drop-down list, select Re-
  16. Calculating the
  17. Calculate Budget.