ADI Tips and Reminders

1
ADI Tips and Reminders

• Never upload beginning balances
• Never budget in the Adjusted period.
• Use the upload flagged rows option when
  practical.
• Copy actuals to forecast when forecasting the
  current year.
• When pasting rows from one spreadsheet to another
  be sure to manually flag the pasted rows.
• Remove all rows totaling 0 from ADI
  spreadsheet.
• If you receive an error message in your upload,
  fix the rows with errors and only upload the
  fixed rows, or if you deleted rows with disabled
  Object Codes, flag any one row and upload.
• You must use the ADI tool bar function Insert
  Budget Account to insert a row if your download
  includes both Budgets and Actuals.

2
ADI Tips and Reminders

• The smaller your down load the faster it will be.
  Download separate sheets for funding sources and
  orgs.
• Always communicate your transfers and budget them
  so they are balanced.
• When forecasting, move budget amounts from Budget
  funding sources to Funding Source 000001. Be
  sure to zero out Budget funding sources.
• When budgeting remember to use the correct
  allocation revenue Object Code with the correct
  Funding Source for revenue generation.
• To balance each month, put a subtotal formula
  below the spreadsheet interface for each month.
  Insert subtotal formula before using filters.
• Subtotal formula - subtotal(9,cellcell)
• Use subtotal formula for revenues, expenses and
  transfers.
• Always check Full Validation when uploading your
  spreadsheet.