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.
To manually enter data:
- Choose the Budget tab on the main screen.
- Click the link for Forecast KBIs.
- 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).
- If you need to enter data in the main screen proceed to Step 4.
- If you need to Import KBIs proceed to Importing KBIs.
- Proceed to Viewing Calculated KBIs, if necessary. Proceed to Re-Calculating the Budget if necessaryIn 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. - Select the Daily tab.
- Select From the Display drop-down list, select either Market Segments, Revenue Centers, or Other KBIs from the Display drop-down list.
- 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 that is displayedshown.
- Select a Period.
- Click in a cell to activate it, and enter your data. Continue entering data as needed.
- Click the Save icon ( ).Select Re-Calculate Budget from
- From the Related Tasks menu and proceed to Re-Calculating the Budget
- drop-down list, select Calculate Working Dataset.