Value Wizard (Budgeting)

Owned by Julie Leake (Unlicensed)
Last updated: Jul 16, 2018 by Carissa Warnock (Unlicensed)
1 min read

Use the Value Wizard to quickly enter daily rates that vary by the day of the week. You can use the Value Wizard by itself or in conjunction with the Adjustment Wizard to enter data.

Note: This dialog box appears only if you are on the Daily Tab.

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