PTBI

In the PTBI tab, users can activate system parameters to add Global Access functionality. To find additional information about a parameter, click on the parameter name and the description appears at the bottom of the page.

The following parameter may be set up in the PTBI tab:

Add Tag to PTBI Drop-Down Menu

•	Users can add multiple tags for the PTBI drop-down list.

Users can create tags for the following dataset types for pre-tax book income adjustments:

•

Q1_actual

•	Q1_forecast

•

Q2_actual

•	Q2_forecast

•

Q3_actual

•	Q3_forecast

•

reporting

•

retprov

•

retprovgs

•

yeprov

•	yeprovgs (gaap)

•	yeprov (stat)

To create pre-tax book income adjustment tags:

1. From the Add Tag to PTBI Drop-Down Menu list, select the dataset type and then click Add. For example, users may select yeprov from the list.

2. For the dataset type selected, click Add and then select a tag from the list. For example, users may select Manual from the list.

3. Click Add.