New Budget Process - Manager
The Above Video is a recording from a training on the new Budgeting Module and below are the step by step instructions to access the Budget Template.
1. Please navigate to Lists -> Budgets.
-Depending on your station's custom configuration, your view may look different than below.
-If your station hasn’t been configured for 2018 Budgets, you will only see the budget templates for 2017.
2. Under the budget column, please click on the budget year and type that you would like to access.
Note: If you select 2017 Budgets, you will see the below screen shot which is the old Budget interface. So you still have the ability to edit/access your 2017 budget template.
-If you select one of the 2018 Budgets, you will have several choices.
Automatically Fill Out Budget
The Automatically Fill Out Budget function allows the managers to fill out the Budget numbers based on the last years' Forecast.
WARNING – Selecting Automatically Fill Out Budget OVERWRITES existing data that has been entered by you or your colleagues with the same group access.
After you click on Automatically Fill out Budget, you will see the below screen shot.
Once you select the forecast year, you will see the below screen shot. On this screen you can enter the percentage that you would like your budget numbers to increase by. Then click Fill out Budget.
Note: Please enter the percentage number into the Baseline increase text box on the top if you would like to apply the same percentage into budget template OR enter the percentage number into the increase by text box next to each month if you would like to apply the different percentage number for each month.
Fill Out Budget for My team
This function allows you to get in and see the entire budget template.
Once you click on the Fill Out Budget button, you will see the view below in this screen shot. You can use the filters on the top of the page to filter down to specific attributes ( Outlets, Offices, Salespeople, and Rev types)
-If you click on one of the empty fields to enter the budget number, Matrix will display the next, current, and last years' booked numbers under the line that you are about to enter the budget number as shown in the below screen shot.
-There is no Save button. Budget numbers are saved as soon as you press Tab on your keyboard to go to the next field.
-If you would like to edit the attributes/filters click on Change Budget Selection button on the top right.
Budget By Salesperson and Outlet
This function allows you see the budget template by Salesperson and Outlet.
Once you click on the Budget By Salesperson and Outlet button, you will see the below screen shot. Please type in the Salesperson name, then you must select the name from the pop - up list. Then click Start Budgeting button. Note: on the top of the budget template, you can see the monthly and quarterly totals.
Work through my budget by attributes
This function allows you to view/edit the budgets on the accounts that you own.
In this example, the attribute of Account is selected, you will see a similar screenshot as shown below.
Note: To choose another account, click the Next button on the bottom right OR click the account name on the right top, then type in the account name and select it from the pop-up list as shown in the below screen shot.
Lock/Unlock Salesperson Budget
To lock/unlock budget, please navigate to Lists -> Budget -> click on the menu next to the budget template name on the right -> select Lock/Unlock
Once you select Lock/Unlock button you will see the below screenshot. In this window, you can lock/unlock for all months by clicking on Lock ALL OR Unlock ALL on the top. Also, you can lock/unlock for specific months by clicking on lock/unlock symbols in front of each month.
-When locked by local managers, they can still access the budgets to edit without risk of their salespeople making changes.
-When locked by corporate users, all salespeople in all markets are locked, but managers will be able to access and edit.
To export Budget, please click Lists -> Budgets -> click on the menu next to the budget template name on the right -> select Export. Budget template will be exported into Excel.
View Budget Change Logs
This function allows you to see who edited the budget, when the budget was edited, and other details. To access the Budget Change Logs, please navigate to Lists -> Budgets -> click on the menu next to the budget template name on the right -> select View budget change logs
Keyword Search: budget, Lock budget, unlock budget, automatically fill out budget, fill out budget, work through my budget.