Budget Worksheet Wizard

Access this wizard using Activities>Budget Worksheet.

Use this wizard to automate the budget entry task by gathering general budgeting information. You selections will create either a New Worksheet or Revisions Worksheet. The following list displays the panels of the New Organization Wizard. Click the link to view detailed information about each panel:

• Budget Worksheet Wizard - Introduction Panel
• Budget Worksheet Wizard - Budget and Worksheet Type Panel
• Budget Worksheet Wizard - Budget Effective Dates Panel
• Budget Worksheet Wizard - Comparative Columns Panel
• Budget Worksheet Wizard - Segments Panel
• Budget Worksheet Wizard - Account Type and Activity Basis Panel
• Budget Worksheet Wizard - Segment Filter Panel
• Budget Worksheet Wizard - Calculation Options Panel
• Budget Worksheet Wizard - Historical Date Range Panel
• Budget Worksheet Wizard - Finish Panel

The following illustration displays the Budget Worksheet Wizard work flow.