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