Using the Daily Tab

There are two 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).
   • 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 necessary.
4. Select the Daily tab.
5. Select either Market Segments, Revenue Centers, or Other KBIs from the Display drop-down list.
6. Make the appropriate selections in the filter drop-down lists to determine what data is displayed.
7. Select the Period for which you wish to enter data.
8. Click in a cell to activate it, and enter your data. Continue entering data as needed.
9. Click the Save icon.
10. Select Re-Calculate Budget from the Related Tasks menu and proceed to Re-Calculating the Budget.