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 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. Click in a cell to activate it, and enter your data. Continue entering data as needed.
8. Click the Save icon.
9. Select Re-Calculate Budget from the Related Tasks menu and proceed to Re-Calculating the Budget.
   
   

   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 you to select several options for inputting data.