Manage tabs
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. Some other options are available, depending on the tab.
You can access the tab management options in two ways:
When the worksheet tab is open, click the Tab menu in the top-left corner.
Right-click the tab name at the bottom of the workbook.
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 the stage of 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.
Either click the Tab menu in the top-left corner or right-click the tab name at the bottom of the workbook, then select Edit tab setup.
Make your changes, then click Update and Finish.
Clone a tab
Cloning is also helpful when:
You want to edit the setup of such a tab but you cannot do so, as you've entered values already. After you clone the tab, you are free to make those structural changes.
You want to duplicate a tab with a complex setup. Cloning that tab is more efficient than adding a new one from scratch. For example, you might want to have two Database tabs based on the same database but with different filters applied to each one.
You can clone the Lookup, Reference, Manual Entry, Database, and Headcount Input tabs. However, you can’t clone the Main, Balance Sheet, Cashflow, and Headcount Output tabs.
When cloning a tab, you have the option to either clone only the tab setup (structure) or both the tab setup and its data. The exception is with the Manual Entry tab; you only have the option to clone the data, as it has no setup.
Points to note if you clone the tab setup only:
If the tab has a baseline stream, the new tab will be populated with the baseline values but not any of the values that were entered into the original tab. This is illustrated in the image below, where the baseline values in the top row were overwritten by 100 but when that tab was cloned, the baseline values display instead of those entered values.
Headcount tab: The headcount drivers, benefits, and benefit plans are cloned into the new tab but the headcount rows (employee data) are not. You will likely want to import different data anyway.
Either click the Tab menu in the top-left corner or right-click the tab name at the bottom of the workbook, then select Clone tab setup or Clone tab with data.
Enter a name for the new tab, then click Clone tab setup or Clone tab with data, as applicable. The new tab displays to the right of the original tab.
Delete a tab
If you are unhappy with how you set up a tab and want to start again, or you no longer need a tab, you can delete it.
When you delete a tab, the entire worksheet and any data it contains is removed from Phocas and cannot be restored.
Either click the Tab menu in the top-left corner or right-click the tab name at the bottom of the workbook, then select Delete tab, then click Delete to confirm the deletion.