3 - Examine the Monthly Planning Data Entry Grid
· Identify keys or projects that may require more specific Monthly Forecasting than the initial equal spreading across months and make changes for those items.
o Filter by the specific account key and make changes in the months for expenses class for that Account Key as required.
o HINT – Move the Total Column on the far right-hand side of the grid by September to see your overall total change as you edit months. (Save this change in the Grid Layout via “View, “Save Grid Layout”)
o NOTE – You can Copy/Paste in Grids with Ctrl+C and Ctrl+V and allow the web application to access your clipboard.
o HINT - Remember to keep one entry in the line before saving or with Zero Suppression, the line will not show up on your grid and you’ll have to add it via Add Row Copy.
NOTE – Relationship between the Spreading Grid and Monthly Grid
§ The Spreading Grid data entry is for a single number in a Non-Salary Expense Class for the Full Fiscal Year.
§ The Initial Entry in the Spreading Grid for an Expense Class is spread evenly across all months in the Monthly Grid for that Fiscal Year.
§ The Monthly Grid can be edited as necessary to more precisely plan expenses for a Fiscal Year.
§ The last entry in either Grid takes precedence and upon SAVE is the entry reflected in both Grids. For Example: I enter $12,000 in the Spreading Grid and SAVE; it spreads $1,000 to each month in the Monthly Grid. I then edit the Monthly Grid with $10,000 in June and all other months $0 and SAVE, the new overall number in the Monthly Grid AND Spreading Grid is now $10,000. If I then edit the Spreading Grid with $6,000 and SAVE, the overall number in both the Spreading Grid AND Monthly Grid is now $6,000 and it spreads $500 evenly to each month.