Budget Wizard

Access this wizard using Activities>Budget Worksheet> Budget Wizard.

The following list displays the panels of the Budget Wizard. Click the link to view detailed information about each panel:

• Budget Wizard - Account Type and Activity Basis Panel
• Budget Wizard - Segment Filter Panel
• Budget Wizard - Calculation Options Panel
• Budget Wizard - Historical Date Range Panel
• Budget Wizard - Finish Panel

The following illustration displays the Budget Wizard work flow.