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. Select the Daily tab.
  5. From the Display drop-down list, select either Market Segments, Revenue Centers, or Other KBIs.
  6. If necessary, use the Show, Period, 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 (  ).
  9. From the Related Tasks drop-down list, select Calculate Working Dataset.