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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. From the Display drop-down list, select either Market Segments, Revenue Centers, or Other KBIs.
  5. If necessary, use the Show and Revenue Center drop-down lists to filter the data that is shown.
  6. Select either the Annual, Quarters, or Periods tab.
  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 Re-Calculate Budget and proceed to Re-Calculating the Budget.

    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.

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