After you have entered all your data in the Annual, Quarters, Periods and/or Daily tabs, you will need to re-calculate the budget. This function can be accessed from the Related Tasks drop-down menu.

Fields on the Calculate Working Dataset dialog box

Field	Description	Notes
Division	Select a specific division, department or job to be re-calculated.	Default: <All>
Department	Select a specific department to be re-calculated.	Default: <All>
Job	Select a specific job to be re-calculated.	Default: <All>
Standard Set	Selects a standard set. Standards reflect the job standards that are associated with a job. You may only have one Standard Set (Master), or you may have several standard sets that are created when working with "What if..." scenarios.	Visible only if you have multiple standard sets.
Re-Calculate All Periods	Re-calculate all periods rather than designating a Start Period and an End Period.	This option is selected by default.
Start Period	Select the start time that you want to re-calculate.	Visible only if you do not select Re-Calculate All Periods.
End Period	Select the end time that you want to re-calculate.
Re-Calculate KBIs	Decide whether you want to re-calculate KBIs or not.
OK	Applies your selections and closes the dialog box.
Cancel	Closes the dialog box without applying your selections.

Re-Calculating the Budget

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 KBI Projections row, click Update/Start.
The KBI Projections screen appears.
From the Related Tasks drop-down menu, select Calculate Working Dataset.
The Calculate Working Dataset dialog box appears.
Select the appropriate Division,Department, and Job.
Tip

Most of the time you will leave Division, Department and Job set to All. However, if you know that you made changes to a KBI that only applies to a certain area of the job tree, select the specific Division, Department, and/or Job that was affected. The re-generation time is greatly reduced.

After clicking the Generate button, please be patient as these calculations may take a while.
From the drop-down list, select a Standard Set.
Do one of the following:
- If you want to re-calculate all periods, select Re-Calculate All Periods.
  Or
- If you want to re-calculate a specific period, select a Start Period and an End Period from the drop-down lists.
Click OK.
A progress bar appears. Please be patient as this process can take awhile to complete. The progress bar will display a message when the process has been completed.

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