Using the Annual, Quarters, or Periods Tabs

To forecast using the Annual, Quarters, or Periods tabs:

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).
   • If you need to enter data in the main screen proceed to Step 4.
   • If you need to Import KBIs proceed to Importing KBIs.
   • If you need to View Calculated KBIs proceed to Viewing Calculated KBIs.
   • Proceed to Re-Calculating the Budget, if necessary.
     
4. Select either the Annual, Quarters, or Periods tab.
5. Select In the toolbar, click the Main Menu icon ( Image Added ).
6. From the drop-down list, under the Financial section, select Budgeting.
   The Budgeting screen appears in a separate tab.
7. In the KBI Projections row, click Update/Start.
   The KBI Projections screen appears.
8. Select either the Annual, Quarter, or Period tab.
9. 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 .
10. If necessary, use the Show, Market Group, and Type drop-down lists to determine what filter the data that is displayedshown.
    
11. Click in a cell to activate it, and enter your data. Continue entering data as needed.
12. Click the Save icon ( Image Added ).
13. Select Re-Calculate Budget from

    From the Related Tasks

    menu and proceed to Re-Calculating the Budget

    drop-down list, select Calculate Working Dataset.
    

    Tip
    title Handy Hint
    The right-click menu can be used to accelerate the input process. Just right-click on the cell in which you just entered data, and the right-click menu pops up allowing for you to select several options for inputting data.