Manually Entering Actual KBI Values

There are two ways to manually enter actual KBI values: by period or daily.

Entering Actual KBI Values by Period

  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 Enter Actual KBI Values row, click Update/Start.
    The Enter Actual KBI Values screen appears.
  4. If necessary, click the Period tab.
  5. From the Display drop-down list, select either Market Segments, Revenue Centers, or Other KBIs.
  6. If necessary, use the Year, Market Group, and Type drop-down lists to filter the data that is shown.
  7. Click in a cell to activate it, and enter your data. Continue entering data as needed.
  8. Click the Save icon (  ).

Entering Actual KBI Values Daily

  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 Enter Actual KBI Values row, click Update/Start.
    The Enter Actual KBI Values screen appears.
  4. Click the Daily tab.
  5. From the Display drop-down list, select either Market Segments, Revenue Centers, or Other KBIs.
  6. If necessary, use the Year, Period, Market Group, and Type drop-down lists to filter the data that is shown.
  7. Locate the appropriate Date and DOW (Day of Week) row, as well as a KBI column.
  8. Double-click in the appropriate cell to put it in editing mode, and enter the amount.
  9. Repeat Steps 5-8 for all Periods and KBIs as needed.
  10. Click the Save icon (  ).
  11. From the Related Tasks drop-down list, select Re-Calculate the Budget.