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FieldDescriptionNotes

Division

Select a specific division, department or job to be re-calculated.

Default: <All>
DepartmentSelect a specific department to be re-calculated.Default: <All>
JobSelect 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 PeriodSelect the end time that you want to re-calculate.

Re-Calculate KBIs

Decide whether you want to re-calculate KBIs or not.


OK

Include Page
OK button - generic FDOK button - generic FD_OKbutton - genericFD
_OKbutton - genericFD


Cancel

Include Page
_Cancel button - generic FDgenericFD
_Cancel button - generic FDgenericFD


Re-Calculating the Budget

  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 KBI Projections row, click Update/Start.
    The KBI Projections screen appears.
  4. From the Related Tasks drop-down menu, select Calculate Working Dataset.
    The Calculate Working Dataset dialog box appears.

  5. Select the appropriate Division,Department, and Job.

    Tip
    titleTip

    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, 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.


  6. From the drop-down list, select a Standard Set.
  7. Do one of the following:
    • If you want to recalculate re-calculate 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.

  8. 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.