This section provides a new user with tips on how to get started using Budget Wizard.
1. Enable Macros – The worksheet requires the macros to be enabled.
When the worksheet is first opened the following will appear on the menu bar. Click on the ‘Enable Content’ button.
2. Unable to see Wizard Ribbons - If this occurs then your security settings are too high. Budget Wizard is written in VBA, and you must allow macros to run before you can run the program. Close the worksheet then from the Excel menu navigate to the following based on your version of Microsoft:
Navigate to the ‘Developer’ tab, and in the ‘Code’ group click ‘Macro Security’. In ‘Macro Settings’, select the ‘Disable all macros with notification’. Re-open the worksheet and you should receive the message shown above.
Note - If the ‘Developer’ tab did not display, click File > Options > Customize Ribbon. In the ‘Main Tabs’ section, select ‘Developer’ and click ‘OK’. You should now be able to go back to the ‘Developer’ tab to make the security changes.
3. Wizard Ribbons – Please see the note below for details on the ribbons provided by the Wizard.
4. Row 9 - The column names are stored in row 9. These are fixed and cannot be changed. Do NOT insert or delete rows before row 10. The case of the names is not important, but spelling is. If you change the column name in row 9, you have in effect deleted the column as far as the program is concerned. You can move the columns anywhere you like, hide, or even delete them if they are not required.
5. Populate the Worksheet - There are a number of options available to populate the worksheet:
• You can type or paste the relevant values directly into the worksheet (No validation is performed until you run the upload program).
• You can use the data entry forms provided to enter and validate the values.
• You can download existing data and modify the information to update the record or you can download existing data and use this as the starting point to create new records.
Note - If you are downloading an existing record to create a new one you need to remove the Ids of the existing records.
6. Descriptive Flexfields (DFF’s) - In this Wizard, only the first and last attribute for flexfields columns are displayed in order to reduce unnecessary clutter. For help on using DFF’s please refer to the online documentation.
7. Automatic Funding Adjustment - An important feature in Project Billing is the need to ensure your revenue budget agrees with funding assigned to the project. This can make the revenue budgeting process labour intensive and time-consuming. Budget Wizard has a facility to check the funding level on your revenue budget, and to adjust it if necessary.
8. Resource List - There are a number of choices available to control the program’s behaviour in the area of Resource Lists. Please read the following section carefully and select the method most appropriate for your organization. You may use different options on different sheets.
9. Demonstration Script - To familiarize you with this Wizard a Demonstration Script is available. This will guide you through some simple changes/creation of records.
