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Entering Budget Data in Jet Hub


Beginner

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Overview

Once we are ready to add data to Jet Budgets, one of the options is to do so directly within Jet Hub.

Entering Budget Data

  1. Looking at our Work Items, we see that we have one for entering our Postage Expenses.  As the budget owner, we've decided that we have a good idea of what the postage expenses are going to be for the budget period, so we're just going to enter that data ourselves.

    So, we start by right-clicking the Work Item and selecting Open

    wrkitem1.png
  2. If it was not specified when the Work Item was created, we then can choose between entering data online (directly within Jet Hub) or entering data in Excel (using a downloaded form that is specific to this Work Item).

    budget02b.png

    Entering data online is very simple.  We have the ability enter data, copy and paste, as well as have access to some basic Excel formulas.

    Entering data using Excel puts Excel's full capabilities at your disposal.  You can create additional worksheets (and even whole Jet Reports) for gathering the needed information.

    Which item you choose depends on the complexity involved in determining the numbers you need for this section of the budget structure.

    For this example, we'll enter the data online.

  3. We are now presented with a data entry form that has been defined for this Work Item.

    We see the G/L accounts and any NAV dimensions or GP segments that have been configured for this:

    wrkitem2.png
  4. We can then begin entering data.  Totals are automatically computed for each account/dimension/segment (row) and for each time period (column).

    Some of our values may be simply numbers we type directly:

    wrkitem3.png

     

    Other values may be a percentage of other values on the form:

    wrkitem6.png

     

    or a computation based on a known figure:

    wrkitem4.png

     

    or a combination of other values:

    wrkitem5.png

     

    At any time during the data entry process, we can click Save at the bottom of the window...

    budget_save.png

    We can then come back and make any changes until we are ready to Save and Submit the values...

    budget_submit.png

    Note: When the values are saved or submitted, any Excel functions or formulas will be saved as their resulting values... the functions/formulas themselves are not saved.
  5. Once the data has been submitted, we can see that (since we, as the budget owner, chose to enter data ourselves) the data is automatically Approved.

    wrkitem7.png


 

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