PS: How to Enter Forecast and Budget Data

The Hook: Use this workflow to input projected Revenue, Expenses, and Labor figures using the Month, Day, or 12-Month views in the Forecasting and Budgeting screens.

Prerequisites:

• Must have "Allow Edit" permissions for the specific dataset (e.g., Primary Forecast or Budget).
• The dataset must be open for the selected period in Forecast Admin.

The Steps:

1. Navigate to Forecast (or Budget) > Inputs > Revenue (or Labor/Expense) to open the input screen.
2. Click the Options icon to select the Department and Account Type you wish to edit.
3. Select the desired Tab view at the top of the screen:
   • Month: Enter one total amount for the month; the system allows editing of Stat, Rate, and Amount.
   • Day: Enter specific values for a single day across all accounts.
   • Days: Enter daily values for a specific GL account for the entire month (useful for spotting weekend trends).
   • 12 Months: Enter monthly totals for a specific GL account for the entire year.
4. Enter the value in the Forecast/Budget column (Amount, Stat, or Rate).
   • Note: If a driver is attached, enter the Ratio to auto-calculate the amount.
5. Click the Save icon.

The Result Validation:

• Success: The green "unsaved changes" indicator lines disappear, and the totals update to reflect the new entries.

Troubleshooting:

• Note: If the screen is read-only, check the Forecast Admin screen to ensure the "Editable?" box is checked for your property and the period falls within the Start/Stop dates.