Using the Daily Tab

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.

Manually Entering Data

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. If you need to enter data in the main screen proceed to Step 4.
5. If you need to Import KBIs proceed to Importing KBIs.
6. Proceed to Viewing Calculated KBIs, if necessary.
Proceed to Re-Calculating the Budget if necessaryIn the toolbar, click the Main Menu icon ( Image Added ).
7. From the drop-down list, under the Financial section, select Budgeting.
   The Budgeting screen appears in a separate tab.
8. In the KBI Projections row, click Update/Start.
   The KBI Projections screen appears.
9. Select the Daily tab.
10. Select From the Display drop-down list, select either Market Segments, Revenue Centers, or Other KBIs from the Display drop-down list.
11. Make the appropriate selections in the filter If necessary, use the Show, Period, Market Group, and Type drop-down lists to determine what filter the data is displayed.Select the Period for which you wish to enter datathat is shown.
    
12. Click in a cell to activate it, and enter your data. Continue entering data as needed.
13. Click the Save icon ( Image Added ).Select Re-Calculate Budget from
14. From the Related Tasks
menu and proceed to Re-Calculating the Budget
15. drop-down list, select Calculate Working Dataset.