Add New Buckets

You can add a new Bucket by performing the following procedure:

1. Click button from the Bucket

The Bucket – Add page is displayed.

2. Enter a keyword for Option Description in the Dimension Desc1 field and click button to select an Option Description from the Lookup You can also click  icon to create new items via Options List section.
3. Enter the Dimension Key.
4. Enter a keyword for Option Description in the Dimension Desc2 field and click button to select an Option Description from the Lookup You can also click  icon to create new items via Options List section.
5. Enter the Dimension Key.
6. Enter the Bucket Value.
7. Enter the Bucket Projected Value.
8. Enter a keyword to select Frequency in the Frequency field and click button to select a frequency from the Lookup You can also click  icon to create new items via Options List section.
9. Enter the Calc Year.
10. Enter the Calc Period Num.
11. Enter the Modified During Payee.
12. The Bucket Type is set as Goals by default.
13. Click the drop down list adjacent to the Bucket Data Type field and select the required option. Available options are the following:

• Data
• Logical
• Numeric
• String

You can also click  icon to create new items via Options List section.

14. Enter the Bucket description in the Bucket Desc
15. Select the check box adjacent to Modified During Calc field, if you want to modify the Bucket during calculation.
16. Enter the owner name. By default this is populated with the logged in user name.
17. Click button to save the Bucket details.

You can also click  button to save the Bucket and add another one.