1. Please navigate to Budgets in the lefthand navigation panel. Under the budget column, please click on the budget year and type that you would like to access.
- In the upper right hand corner there is a year selector. So you have the option to choose the year of the Budget Template that you are working on. By default it will be on the current year and is a sticky option.
2. After selecting your Budget, you will be taken directly to the Budget's Entry Screen.
Fill Out Budget
Once you select your Budget Template, you will see the entire budget template. You can use the filters on the top of the page to filter down to specific attributes (Outlets, Offices, Salespeople, Rev Types, and Accounts). You also now have the ability to sort the Budget Rows by a specific attribute, and hide rows without a Budget.
After setting any necessary filters, make sure to click the Apply Filters button to apply the filters selected to your Budget Template.
You can change these filters at any point while you are entering or editing the Budget.
Note: If you click on one of the fields to enter or edit the budget number, Matrix will display the next, current, and last years' booked numbers under the line that you are about to enter the budget number as shown in the below screenshot.
There is no Save button. Budget numbers are saved as soon as you press Tab on your keyboard to go to the next field.
Copy/Split the Budget Lines
You also have the ability to Copy or Split values across your Budget lines. To do this scroll all the way over to the right of the template lines. After the line totals, you can click on the menu icon in order to copy or split a value across this budget line.
When selecting Copy, you will be asked to fill out the following options where you can input the amount that you'd like to have copied across all months by checking the All checkbox. The example below shows that a $250 budget will be put on the months of January through December. Click Save to apply your updates. Note: You can uncheck individual months as well and the amount copied will not be copied to the unchecked month.
When selecting Split, you will be asked to fill out the following options where you can input a total budget amount that you would like to have split across the months checked. The example below shows that $1500 will be split evenly between the months of June, July, and August. Click Save to apply your updates.
