Edit a worksheet

In both a budget and forecast workbook, you will see the Main worksheet tab, along with any driver worksheet tabs the budget owner or administrator adds. The grid within those worksheets will look familiar, if you have used spreadsheets before, such as with Microsoft Excel or Google Sheets.

Whereas preparing the budget and forecast is a collaborative process involving multiple users, the workflow ensures only one user can enter or edit values in a row at any given time. The Budgets and Forecasts module uses color coding to make this collaboration easier:

  • When a row is yellow, it is editable, so you can enter data, change amounts, add formulas, and so on.

  • When a row is white, it is not editable (read-only). A row might be unavailable to you for editing because:

    • It is being driven by another tab. The values can be edited on the corresponding driver tab but who can do this depends on the workflow in that tab.

    • It has been assigned to another user (the row will be yellow for that user) or marked as complete in the workflow.

    • If it is a sum row. The values are automatically calculated (the total of the sum lines underneath).

  • When you edit a value in a cell, the value turns blue. Your action is also recorded in the cell history. You can access the cell history and comments when you right-click a cell.

You manually enter or edit values using your keyboard, either directly in a cell or in fx (formula) bar at the top of the grid when the cell is selected.