How do I add a new field to my budget? How do I edit my existing budget? How do I add KPIs and/or Metrics to my existing forecast or budget?

You can add a budget for any metric reported in ScaleXP, including manual entry field, balance sheet items, and any metrics found in the Metric Library or on the Customer page.

To create a new budget, see How to add a budget or forecast. 

To add additional metrics to an existing manually loaded budget:

• Go to Load Data (top bar)>Budgets & Forecasts (left sidebar)
• Select the budget you wish to update>Update or reload (icon at right of budget);

• You will be taken to "2. Download Template"
• Tick the boxes next to the items to be included (ensure both new ones and ones from the previous budget remain ticked); scroll up and down to see everything included;
• Select "Continue" (bottom right)
• Ensure the budget parameters are correct
• Select "Download Excel"
• Update the template with the additional metrics;
• Go to "3. Upload Template" (top right)
• Choose "Select File", choose the file to upload, and select "Upload"
• You will see a downloadable preview of the budget with the new fields added.

To add additional metrics to an existing budget which has been imported from your accounting system, first download the existing budget, then upload it as a manual budget using the steps described above.

Remember to include any existing budget data in the upload, otherwise it will be over-written.

For more information on editing metric definitions, see How to review and change the way a metric is calculated; how to edit a formula.