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After you have entered all your data in the Annual, Quarters, Periods and/or Daily tabs, you will need to re-calculate the budget. This function can be accessed from the Related Tasks menu on the Forecast KBIs screen or by clicking the Re-Calculate Budget link on the main page. 


Terms and Definitions


Division/Department/Job

Allows you to specify a specific division, department or job to be re-calculated. By default, all divisions, departments and jobs are re-calculated. If you know that the changes you made only affect a certain division, department and/or job, specifying the division, department and/or job can save time.

Standard Set

(Visible only if you have multiple standard sets). 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. If you only have one standard set, this option will not be visible.

Re-Calculate All Periods

Allows you to re-calculate all periods rather than designating a Start Period and an End Period. This option is selected by default.

Start Period/End Period

Allows you to define the period of time that you want to re-calculate.

Re-Calculate KBIs

Allows you to decide whether you want to re-calculate KBIs or not.



Re-Calculating the Budget


To re-calculate the budget:


  1. Choose the Budget tab on the main screen.
  2. Select Re-Calculate Budget from the Related Tasks drop-down menu. 
  3. If desired, choose the appropriate Division/Department/Job. See note below.
  4. Select a Standard Set from the drop-down lists.
  5. Select Re-Calculate All Periods or select a Start Period/End Period from the drop-down menus.
  6. Select or de-select Re-Calculate KBIs.

  7. 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.

    Handy Hint

    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, choose the specific Division/Department/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.

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