To forecast using the Annual, Quarters, or Periods tabs:
- In 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. - From the Display drop-down list, select either Market Segments, Revenue Centers, or Other KBIs.
- If necessary, use the Show and Revenue Center drop-down lists to filter the data that is shown.
- Select either the Annual, Quarters, or Periods tab.
- Click in a cell to activate it, and enter your data. Continue entering data as needed.
- Click the Save icon (
). From the Related Tasks drop-down list, select Re-Calculate Budget 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 for you to select several options for inputting data.