Monthly Forecast Budget Updates | Scribe

    Monthly Forecast Budget Updates

    • Andrea Jaroslawski |
    • 25 steps |
    • 50 seconds
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      The steps below are required before proceeding if not previously done. 1. Create Plan Version 2. Lock Workbook

      Update Budget

      1
      - Click [[Financials]] tab, then [[Plan]] subtab
      2
      - Click [[...]] next to **Plan Name**
      3
      - Under Actions, hover over [[Plan]] - Select [[Update Budget]]
      4
      - Select [[Update Plan Workbook]]
      5
      - Click [[OK]]
      6
      - Click [[Done]]

      Make Adjustments to Plan Workbook

      7
      - Click [[Financials]] tab, then [[Plan]] subtab
      8
      - Click the [[Plan Workbook Link]]
      9
      - Update **[[Total Revenue]]** for each month as a **credit** (negative dollar amount) - Worksheet is set to display up to 12 consecutive months
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      Before closing or navigating away from the Plan Workbook, you **must** complete the next step: Update Plan from Workbook

      Update Plan from Workbook

      10
      - Click [[Actions]]
      11
      - Under Actions, hover over [[Plan Workbook]] - Select [[Update Plan from Workbook]]
      12
      Click [[OK]]
      13
      - Click [[Done]]

      Create Plan Version

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      - A plan version should be created for future reference. - You should have a read-only copy available for each month as you move forward.