Phocas has a new user documentation site. This site will be retired soon.

Manual Entry tab

Owned by Helen Gosper
Last updated: Oct 24, 2024 by Denise McGettigan
3 min read

The Manual Entry tab is sometimes called the miscellaneous driver. It's useful for managing the key reference data common to different parts of your budget or forecast you want to use for assumptions. As these assumptions typically change at various times during the budget or forecast period, having them in a separate tab is more manageable, as you don’t have to drill down into your Main tab to find them.

Enter data and use it in formulas to drive budget or forecast values. When you adjust the data, your changes will flow through to all the driven values. As you progress in the budgeting process and firm up your assumptions, you can adjust that data accordingly and use the updated data when you switch to forecasting mode. 

For example, if your vehicle quantity and related costs are likely to fluctuate over the year, add a Manual Entry tab to drive the Repairs and Maintenance account on your Main tab. Enter the number of vehicles and the maintenance costs per month, then adjust that data as the number of vehicles and the cost of maintenance and repairs change over the year. The driven values in the Main tab will be updated accordingly.

Depending on how you prefer to work, you can add multiple Manual Entry tabs, one for each assumption, or put all your assumptions on one tab.

Do you need to add a new Manual Entry tab? If there’s already one in the workbook, save time by adding additional rows in that tab or cloning that tab and editing its setup.

  1. Either click the Tab menu > Add tab > Manual Entry or the Add button at the bottom of the workbook and select Manual Entry.

  2. Enter a name for the tab.

  3. Select the hierarchy (dimension levels), if required. The available dimensions come from the hierarchy in the Main tab. If you select a dimension checkbox, a column for that dimension is added to the grid. You can then select from a list of that dimension’s entities to populate the cells. The hierarchy in the Manual Entry tab can be the same, or at a higher or lower level of detail, as the Main tab.

    image-20241023-211119.png

  4. Set the default measure formatting: Enter the prefix, number of decimal places, and suffix as required. You can change this format for individual rows later.

  5. Click Add.          

  6. In the new tab, enter the data. Click Add New Row to add additional rows. In this example, you add one row for the number of vehicles and another row for the maintenance cost per vehicle:

  7. (Optional) Customize the format of the measures on individual rows.

  8. Use the data in formulas on other tabs to drive budget values. In this example, you enter a formula in the Repairs & Maintenance account row in the Main tab that refers to the data in the new driver tab: