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  1. In the toolbar, click the Main Menu icon (  ).
  2. From the drop-down list, under the Financial section, select Budgeting.
    The Budgeting screen appears in a separate tab.
  3. In the Enter Actual KBI Values row, click Update/Start.
    The Enter Actual KBI Values screen appears.
  4. If necessary, click the Period tab.
  5. From the Display drop-down list, select either Market Segments, Revenue Centers, or Other KBIs.
  6. From the drop-down list, select a Year.
  7. Make the appropriate selections in the filter If necessary, use the Year, Market Group, and Type drop-down lists to determine what filter the data that is displayedshown.
  8. Click in a cell to activate it, and enter your data. Continue entering data as needed.
  9. Click the Save icon (  ).

Entering Actual KBI Values Daily

  1. In the toolbar, click the Main Menu icon (  ).
  2. From the drop-down list, under the Financial section, select Budgeting.
    The Budgeting screen appears in a separate tab.
  3. In the Enter Actual KBI Values row, click Update/Start.
    The Enter Actual KBI Values screen appears.
  4. If necessary, click Click the Daily tab.
  5. From the Display drop-down list, select either Market Segments, Revenue Centers, or Other KBIs.
  6. From the drop-down list, select a Year.
  7. From the drop-down list, select a Period.
  8. Make the appropriate selections in the filter If necessary, use the Year, Period, Market Group, and Type drop-down lists to determine what filter the data that is displayedshown.
  9. Locate the appropriate Date and DOW (Day of Week) row, as well as a KBI column.
  10. Double-click in the appropriate cell to put it in editing mode, and enter the  the amount.
  11. Repeat Steps 65-8 for all Periods and KBIs as needed.
  12. Click the Save icon (  ).
  13. Select From the Related Tasks drop-down list, select Re-Calculate the Budget from the Related Tasks menu.