Value-Adjustment Wizards

Owned by Julie Leake (Unlicensed)
Last updated: Jul 18, 2018 by Carissa Warnock (Unlicensed)

Using the Value Wizard

Use the Value Wizard to enter daily rates that vary by the day of the week. The Value Wizard can be used alone or in conjunction with the Adjustment Wizard.

To use the Value Wizard:

  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 30/60/90 KBI Projections row, click Update/Start.
    The 30/60/90 KBI Projections screen appears.
  4. Click on the Daily tab.
  5. From the Related Tasks drop-down menu, select Value Wizard.
    The Value Wizard Replaces Existing Numbers dialog box appears.
  6. Select the appropriate Forecast Period if it is not already selected.
  7. Select a Market Segment, Revenue Center Period, or Other KBI as appropriate.
  8. Select Update Units Only, Update Rates Only, or Update Units and Rates.
  9. Depending on the selection you made in Step 8, click in the Units and/or Rates cell to be edited and enter the new data. Continue entering data as needed.
  10. Click Apply.
    Your changes are applied and the dialog box closes.

Using the Adjustment Wizard

Use the Adjustment Wizard to adjust the number of units and/or rates,

Note: You are able to increase/decrease these numbers by either a percentage  or by an absolute dollar amount. The Adjustment Wizard is usually used in conjunction with the Value Wizard.

To use the Adjustment Wizard:

  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 30/60/90 KBI Projections row, click Update/Start.
    The 30/60/90 KBI Projections screen appears.
  4. Click on the Daily tab.
  5. From the Related Tasks drop-down menu, select Adjustment Wizard.
    The Adjustment Wizard Changes Existing Numbers dialog box appears.
  6. Select a Market Segment, Revenue Center Period, or Other KBI as appropriate.
  7. Select either Adjust by Percent or Adjust by Amount.
  8. Depending on the selection you made in Step 7, click in the Units and/or Rates cell to be edited and enter the new data. Continue entering data as needed.
  9. Click Apply.
    Your changes are applied and the dialog box closes.