/
Manually Entering Actual KBI Values
Manually Entering Actual KBI Values
There are two ways to manually enter actual KBI values: by period or daily.
Entering Actual KBI Values by Period
- 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 Enter Actual KBI Values row, click Update/Start.
The Enter Actual KBI Values screen appears. - If necessary, click the Period tab.
- From the Display drop-down list, select either Market Segments, Revenue Centers, or Other KBIs.
- If necessary, use the Year, Market Group, and Type drop-down lists to filter the data that is shown.
- Click in a cell to activate it, and enter your data. Continue entering data as needed.
- Click the Save icon ( ).
Entering Actual KBI Values Daily
- 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 Enter Actual KBI Values row, click Update/Start.
The Enter Actual KBI Values screen appears. - Click the Daily tab.
- From the Display drop-down list, select either Market Segments, Revenue Centers, or Other KBIs.
- If necessary, use the Year, Period, Market Group, and Type drop-down lists to filter the data that is shown.
- Locate the appropriate Date and DOW (Day of Week) row, as well as a KBI column.
- Double-click in the appropriate cell to put it in editing mode, and enter the amount.
- Repeat Steps 5-8 for all Periods and KBIs as needed.
- Click the Save icon ( ).
- From the Related Tasks drop-down list, select Re-Calculate the Budget.
, multiple selections available,
Related content
Daily Tab
Daily Tab
More like this
Importing Actual KBI Values
Importing Actual KBI Values
More like this
Actual KBI Values
Actual KBI Values
More like this
Primary KBIs
Primary KBIs
More like this
Importing KBIs
Importing KBIs
More like this
Re-Forecasting KBIs
Re-Forecasting KBIs
More like this