Annual, Quarter, or Period Tabs

To forecast using the Annual, Quarters, or Periods tabs:

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 either the Annual, Quarter, or Period tab.
5. From the Display drop-down list, select either Market Segments, Revenue Centers, or Other KBIs.
6. If necessary, use the Show, 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.
   

   Handy Hint

   The right-click menu can be used to accelerate the input process. Just right-click on the cell in which you just entered data, and the right-click menu pops up for you to select several options for inputting data.