If you are the budget owner or budget administrator, you can edit, clone and delete the worksheet tabs that were added to the budget workbook.
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The Headcount driver tab setup is more complex. |
Edit the tab setup
What you can change in a tab setup depends on the type of tab and what stage in the budgeting process you are in. For example, in the case of a Database Driver tab, you can make changes to the tab’s setup details BEFORE you edit the data (enter or change a value) in the worksheet. After you edit the data, you can only change the driver tab’s name, owner and administrators.
Right-click the tab name and click Edit, make your changes, then click Update and Finish.
Clone a tab
As the setup of certain tabs is time consuming, it might be more efficient to clone a tab rather than add a new one from scratch. You can then edit the new tab setup as requiredYou can clone Lookup, Reference and Database driver tabs. As these types of tabs often have complex setups, when you need more of them, cloning them is more efficient than adding new ones from scratch. For example, you might want to have two Database driver tabs based on the same database but with a different filter applied to each one.
Right-click the tab name and click Clone, enter a name for the new tab, then click Clone tab.
Delete a tab
If you are unhappy with how you setup a tab and want to start again, or you no longer need a tab, you can delete it.
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When you delete a tab, the entire worksheet and any data it contains is removed from Phocas and cannot be restored. |
Right-click the tab and click Delete, then click Yes to confirm the deletion.