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