After you have entered all your data in the Annual, Quarters, Periods and/or Daily tabs, you will need to re-calculate the budget. This function can be accessed from the Related Tasks drop-down menu on the Forecast KBIs screen or by clicking the Re-Calculate Budget link on the main page.
Terms and Definitions
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Division/Department/Job
...
.
Fields on the Calculate Working Dataset dialog box
| Field | Description | Notes |
Division | Select a specific division, department or job to be re-calculated. |
Standard Set
| Default: <All> | ||
| Department | Select a specific department to be re-calculated. | Default: <All> |
| Job | Select a specific job to be re-calculated. | Default: <All> |
Standard Set | Selects a standard set. Standards reflect the job standards that are associated with a job. You may only have one Standard Set (Master), or you may have several standard sets that are created when working with "What if..." scenarios. |
| Visible only if you |
| have |
| multiple standard sets. |
Re-Calculate All Periods |
Re-calculate all periods rather than designating a Start Period and an End Period. | This option is selected by default. |
Start Period |
Select the start time that you want to re-calculate. | Visible only if you do not select Re-Calculate All Periods. | |
| End Period |
| Select the end time that you want to re-calculate. | |
Re-Calculate KBIs |
Decide whether you want to re-calculate KBIs or not. | ||||||||
| OK |
| |||||||
| Cancel |
|
Re-Calculating the Budget
To re-calculate the budget:
- Choose the Budget tab on the main screen.
- Select Re-Calculate Budget from the Related Tasks drop-down menu.
- If desired, choose the appropriate Division/Department/Job. See note below.
- Select a Standard Set from the drop-down lists.
- Select Re-Calculate All Periods or select a Start Period/End Period from the drop-down menus.
- Select or de-select Re-Calculate KBIs.
- Click OK. A progress bar appears. Please be patient as this process can take awhile to complete. The progress bar will display a message when the process has been completedIn 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 KBI Projections row, click Update/Start.
The KBI Projections screen appears. - From the Related Tasks drop-down menu, select Calculate Working Dataset.
The Calculate Working Dataset dialog box appears. Select the appropriate Division,Department, and Job.
Tip title Handy HintTip Most of the time you will leave Division, Department and Job set to All. However, if you know that you made changes to a KBI that only applies to a certain area of the job tree, choose select the specific Division/,Department, and/or Job that was affected. The re-generation time is greatly reduced.
After clicking the Generate button, please be patient as these calculations may take a while.- From the drop-down list, select a Standard Set.
- Do one of the following:
- If you want to recalculate all periods, select Re-Calculate All Periods.
Or - If you want to re-calculate a specific period, select a Start Period and an End Period from the drop-down lists.
- If you want to recalculate all periods, select Re-Calculate All Periods.
Click OK.
A progress bar appears. Please be patient as this process can take awhile to complete. The progress bar will display a message when the process has been completed.