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- In the toolbar, click the Main Menu icon ( ).
- From the drop-down list, under the Financial section, select Budgeting.
The Budgeting screen appears in a separate tab. - In the Enter Actual KBI Values row, click Update/Start.
The Enter Actual KBI Values screen appears. - If necessary, click the Period tab.
- From the Display drop-down list, select either Market Segments, Revenue Centers, or Other KBIs.
- From the drop-down list, select a Year.
- 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.
- Click in a cell to activate it, and enter your data. Continue entering data as needed.
- Click the Save icon ( ).
Entering Actual KBI Values Daily
- In the toolbar, click the Main Menu icon ( ).
- From the drop-down list, under the Financial section, select Budgeting.
The Budgeting screen appears in a separate tab. - In the Enter Actual KBI Values row, click Update/Start.
The Enter Actual KBI Values screen appears. - If necessary, click Click the Daily tab.
- From the Display drop-down list, select either Market Segments, Revenue Centers, or Other KBIs.
- From the drop-down list, select a Year.
- From the drop-down list, select a Period.
- 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.
- Locate the appropriate Date and DOW (Day of Week) row, as well as a KBI column.
- Double-click in the appropriate cell to put it in editing mode, and enter the the amount.
- Repeat Steps 65-8 for all Periods and KBIs as needed.
- Click the Save icon ( ).
- Select From the Related Tasks drop-down list, select Re-Calculate the Budget from the Related Tasks menu.