Daily Tab

There are three ways to enter data in the Daily tab: Manually Entering Data, Using the Value Wizard, and Using the Adjustment Wizard.

To manually enter data:

1. In the toolbar, click the Main Menu icon (  ).
2. From the drop-down list, under the Financial section, select Budgeting.
   The Budgeting screen appears in a separate tab.
3. In the KBI Projections row, click Update/Start.
   The KBI Projections screen appears.
4. From the Display drop-down list, select either Market Segments, Revenue Centers, or Other KBIs.
5. If necessary, use the Show and Revenue Center drop-down lists to filter the data that is shown.
6. Select the Daily tab.
7. Click in a cell to activate it, and enter your data. Continue entering data as needed.
8. Click the Save icon (  ).
9. From the Related Tasks drop-down list, select Re-Calculate Budget.