Creating a forecast version manually - Revision history

Jeff: /* Related Topics */

2020-06-23T03:12:41Z

Nic at 05:53, 21 July 2014

2014-07-21T05:53:53Z

← Older revision		Revision as of 00:53, 21 July 2014
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	* [[Forecast Reports]]		* [[Forecast Reports]]
			* [[How To Guides]]

			[[Category:How To Guides]]

Nic at 05:51, 21 July 2014

2014-07-21T05:51:34Z

← Older revision		Revision as of 00:51, 21 July 2014
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	== Copying budget values into all months of the forecast version ==		== Copying budget values into all months of the forecast version ==

			[[File:CopyBudgetDataIntoForecast.png\|300px\|thumb\|right\|Copying budget values into forecast version]]

	We recommend you use an existing budget as the starting point for forecasting. To copy budget values into all months of the forecast version, follow these steps.		We recommend you use an existing budget as the starting point for forecasting. To copy budget values into all months of the forecast version, follow these steps.
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	== Copying actual values into historical months of the forecast version ==		== Copying actual values into historical months of the forecast version ==

			[[File:CopyActualDataIntoForecast.png\|300px\|thumb\|right\|Copying actual values into forecast version]]

	To copy actuals into the historical months of the forecast version, follow these steps.		To copy actuals into the historical months of the forecast version, follow these steps.

Nic at 05:48, 21 July 2014

2014-07-21T05:48:17Z

← Older revision		Revision as of 00:48, 21 July 2014
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	To manually create a forecast version, the process can be broken down into the following steps:		To manually create a forecast version, the process can be broken down into the following steps:
	* Creating an empty forecast version;		* Creating an empty forecast version;
			* Copying budget values into all months of the forecast version;
	* Copying actual values into the historical months of the forecast version;		* Copying actual values into the historical months of the forecast version;
	* Copying budget values into the future months of the forecast version;

	'''Note that this approach requires the ability to create multiple versions which is only available in BudgetLink Ultimate Edition.'''		'''Note that this approach requires the ability to create multiple versions which is only available in BudgetLink Ultimate Edition.'''
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	<br clear=all />		<br clear=all />

	== Copying ~~actual~~ values into ~~historical~~ months of the forecast version ==		== Copying budget values into all months of the forecast version ==

	To copy ~~actuals~~ into ~~the historical~~ months of the forecast version, follow these steps.		We recommend you use an existing budget as the starting point for forecasting. To copy budget values into all months of the forecast version, follow these steps.

	# From the '''Menu''', click on '''20. Budget Entry''';		# From the '''Menu''', click on '''20. Budget Entry''';
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	# On the Modify Budget Data dialog box that appears, click the '''From''' list and choose to '''Copy''' the source data;		# On the Modify Budget Data dialog box that appears, click the '''From''' list and choose to '''Copy''' the source data;
	# Click the '''To''' list and choose to '''Replace''' the data in the destination budget version;		# Click the '''To''' list and choose to '''Replace''' the data in the destination budget version;
	# Ensure that the '''Choose a specific version to modify''' check box is ~~selected~~ and choose to copy from '''~~Actual~~''' into '''Forecast~~''';~~		# Ensure that the '''Choose a specific version to modify''' check box is ticked and choose to copy from '''Budget''' into '''Forecast''';
	~~# Ensure that the '''Choose a specific company to modify''' check box is selected and choose your company file in both the from and to dropdowns;~~		# Ensure that the '''Choose a specific year to modify''' check box is ticked and choose the year to copy in both the from and to dropdowns;
	~~# Ensure that the '''Choose a specific job to modify''' check box is selected and choose to copy from '''Consolidated''' job into '''No Job''';~~		# Ensure that the '''Choose a specific period to modify''' check box is unticked;
	~~# Ensure that the '''Choose a specific category to modify''' check box is selected and choose to copy from '''Consolidated''' job into '''No Category~~''';
	# Ensure that the '''Choose a specific year to modify''' check box is ~~selected~~ and choose the year to copy in both the from and to dropdowns;
	# Ensure that the '''Choose a specific period to modify''' check box is ~~selected and choose the first month to copy from in both the from and to dropdowns~~;
	# Once all your selections have been made, click the '''Modify Budget Data''';		# Once all your selections have been made, click the '''Modify Budget Data''';
	# Click '''OK''' when the operation is complete;		# Click '''OK''' when the operation is complete;
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	=== Note ===		=== Note ===

	* You can also ~~leave~~ the '''Choose a specific job to modify''' ~~unticked. This will process all your jobs one at a time but increases the amount of memory used. Unless you do job-based comparison, we recommend you~~ copy '''Consolidated''' into '''No Job'''.		* You can also tick the '''Choose a specific job to modify''' and choose to copy from '''Consolidated''' into '''No Job'''. This will reduce the memory used by the software but does mean you will not be able to do job-based comparison.

	* You can also ~~leave~~ the '''Choose a specific category to modify''' ~~unticked. This will process all your categoryies one at a time but increases the amount of memory used. Unless you do category-based comparison, we recommend you~~ copy '''Consolidated''' into '''No Category'''.		* You can also tick the '''Choose a specific category to modify''' and choose to copy '''Consolidated''' into '''No Category'''. This will reduce the memory used by the software but does mean you will not be able to do category-based comparison.

	<br clear=all />		<br clear=all />

	== Copying ~~budget~~ values into ~~future~~ months of the forecast version ==		== Copying actual values into historical months of the forecast version ==

			To copy actuals into the historical months of the forecast version, follow these steps.

	~~To copy budget values into future months of the forecast version, follow these steps.~~
	# From the '''Menu''', click on '''20. Budget Entry''';		# From the '''Menu''', click on '''20. Budget Entry''';
	# Click on '''Version Control''' in the menu;		# Click on '''Version Control''' in the menu;
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	# On the Modify Budget Data dialog box that appears, click the '''From''' list and choose to '''Copy''' the source data;		# On the Modify Budget Data dialog box that appears, click the '''From''' list and choose to '''Copy''' the source data;
	# Click the '''To''' list and choose to '''Replace''' the data in the destination budget version;		# Click the '''To''' list and choose to '''Replace''' the data in the destination budget version;
	# Ensure that the '''Choose a specific version to modify''' check box is selected and choose to copy from '''~~Budget~~''' into '''Forecast~~''';~~		# Ensure that the '''Choose a specific version to modify''' check box is selected and choose to copy from '''Actual''' into '''Forecast''';
	~~# Ensure that the '''Choose a specific company to modify''' check box is selected and choose your company file in both the from and to dropdowns;~~
	~~# Ensure that the '''Choose a specific job to modify''' check box is selected and choose to copy from '''Consolidated''' job into '''No Job''';~~
	~~# Ensure that the '''Choose a specific category to modify''' check box is selected and choose to copy from '''Consolidated''' job into '''No Category~~''';
	# Ensure that the '''Choose a specific year to modify''' check box is selected and choose the year to copy in both the from and to dropdowns;		# Ensure that the '''Choose a specific year to modify''' check box is selected and choose the year to copy in both the from and to dropdowns;
	# Ensure that the '''Choose a specific period to modify''' check box is selected and choose the first month to copy from in both the from and to dropdowns;		# Ensure that the '''Choose a specific period to modify''' check box is selected and choose the first month to copy from in both the from and to dropdowns;
	# Once all your selections have been made, click the '''Modify Budget Data''';		# Once all your selections have been made, click the '''Modify Budget Data''';
	# Click '''OK''' when the operation is complete;		# Click '''OK''' when the operation is complete;
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	=== Note ===		=== Note ===

	* You can also ~~leave~~ the '''Choose a specific job to modify''' ~~unticked. This will process all your jobs one at a time but increases the amount of memory used. Unless you do job-based comparison, we recommend you~~ copy '''Consolidated''' into '''No Job'''.		* You can also tick the '''Choose a specific job to modify''' and choose to copy from '''Consolidated''' into '''No Job'''. This will reduce the memory used by the software but does mean you will not be able to do job-based comparison.

	* You can also ~~leave~~ the '''Choose a specific category to modify''' ~~unticked. This will process all your categoryies one at a time but increases the amount of memory used. Unless you do category-based comparison, we recommend you~~ copy '''Consolidated''' into '''No Category'''.		* You can also tick the '''Choose a specific category to modify''' and choose to copy '''Consolidated''' into '''No Category'''. This will reduce the memory used by the software but does mean you will not be able to do category-based comparison.

	<br clear=all />		<br clear=all />


	== Related Topics ==		== Related Topics ==

	* [[Forecast Reports]]		* [[Forecast Reports]]

Nic at 05:43, 21 July 2014

2014-07-21T05:43:35Z

← Older revision		Revision as of 00:43, 21 July 2014
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	# Ensure that the '''Choose a specific company to modify''' check box is selected and choose your company file in both the from and to dropdowns;		# Ensure that the '''Choose a specific company to modify''' check box is selected and choose your company file in both the from and to dropdowns;
	# Ensure that the '''Choose a specific job to modify''' check box is selected and choose to copy from '''Consolidated''' job into '''No Job''';		# Ensure that the '''Choose a specific job to modify''' check box is selected and choose to copy from '''Consolidated''' job into '''No Job''';
			# Ensure that the '''Choose a specific category to modify''' check box is selected and choose to copy from '''Consolidated''' job into '''No Category''';
	# Ensure that the '''Choose a specific year to modify''' check box is selected and choose the year to copy in both the from and to dropdowns;		# Ensure that the '''Choose a specific year to modify''' check box is selected and choose the year to copy in both the from and to dropdowns;
	# Ensure that the '''Choose a specific period to modify''' check box is selected and choose the first month to copy from in both the from and to dropdowns;		# Ensure that the '''Choose a specific period to modify''' check box is selected and choose the first month to copy from in both the from and to dropdowns;
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	* You can also leave the '''Choose a specific job to modify''' unticked. This will process all your jobs one at a time but increases the amount of memory used. Unless you do job-based comparison, we recommend you copy '''Consolidated''' into '''No Job'''.		* You can also leave the '''Choose a specific job to modify''' unticked. This will process all your jobs one at a time but increases the amount of memory used. Unless you do job-based comparison, we recommend you copy '''Consolidated''' into '''No Job'''.

			* You can also leave the '''Choose a specific category to modify''' unticked. This will process all your categoryies one at a time but increases the amount of memory used. Unless you do category-based comparison, we recommend you copy '''Consolidated''' into '''No Category'''.

	<br clear=all />		<br clear=all />
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	# Ensure that the '''Choose a specific company to modify''' check box is selected and choose your company file in both the from and to dropdowns;		# Ensure that the '''Choose a specific company to modify''' check box is selected and choose your company file in both the from and to dropdowns;
	# Ensure that the '''Choose a specific job to modify''' check box is selected and choose to copy from '''Consolidated''' job into '''No Job''';		# Ensure that the '''Choose a specific job to modify''' check box is selected and choose to copy from '''Consolidated''' job into '''No Job''';
			# Ensure that the '''Choose a specific category to modify''' check box is selected and choose to copy from '''Consolidated''' job into '''No Category''';
	# Ensure that the '''Choose a specific year to modify''' check box is selected and choose the year to copy in both the from and to dropdowns;		# Ensure that the '''Choose a specific year to modify''' check box is selected and choose the year to copy in both the from and to dropdowns;
	# Ensure that the '''Choose a specific period to modify''' check box is selected and choose the first month to copy from in both the from and to dropdowns;		# Ensure that the '''Choose a specific period to modify''' check box is selected and choose the first month to copy from in both the from and to dropdowns;
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	* You can also leave the '''Choose a specific job to modify''' unticked. This will process all your jobs one at a time but increases the amount of memory used. Unless you do job-based comparison, we recommend you copy '''Consolidated''' into '''No Job'''.		* You can also leave the '''Choose a specific job to modify''' unticked. This will process all your jobs one at a time but increases the amount of memory used. Unless you do job-based comparison, we recommend you copy '''Consolidated''' into '''No Job'''.

			* You can also leave the '''Choose a specific category to modify''' unticked. This will process all your categoryies one at a time but increases the amount of memory used. Unless you do category-based comparison, we recommend you copy '''Consolidated''' into '''No Category'''.

	<br clear=all />		<br clear=all />

Nic at 05:42, 21 July 2014

2014-07-21T05:42:06Z

← Older revision		Revision as of 00:42, 21 July 2014
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	== Creating an empty forecast version ==		== Creating an empty forecast version ==

			[[File:VersionControl.png\|300px\|thumb\|right\|Version Control]]
			[[File:AddForecastVersion.png\|300px\|thumb\|right\|Adding a forecast version]]

	To create an empty forecast version, follow these steps.		To create an empty forecast version, follow these steps.
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	# Click '''Close''' on the version control dialogue.		# Click '''Close''' on the version control dialogue.

			<br clear=all />

	== Copying actual values into historical months of the forecast version ==		== Copying actual values into historical months of the forecast version ==

Nic at 05:38, 21 July 2014

2014-07-21T05:38:12Z

← Older revision		Revision as of 00:38, 21 July 2014
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	* You can also leave the '''Choose a specific job to modify''' unticked. This will process all your jobs one at a time but increases the amount of memory used. Unless you do job-based comparison, we recommend you copy '''Consolidated''' into '''No Job'''.		* You can also leave the '''Choose a specific job to modify''' unticked. This will process all your jobs one at a time but increases the amount of memory used. Unless you do job-based comparison, we recommend you copy '''Consolidated''' into '''No Job'''.

			<br clear=all />

	== Copying budget values into future months of the forecast version ==		== Copying budget values into future months of the forecast version ==
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	# Click '''Close''' on the Modify Budget Data dialogue;		# Click '''Close''' on the Modify Budget Data dialogue;
	# Click '''Close''' on the Version Control dialogue;		# Click '''Close''' on the Version Control dialogue;

			=== Note ===

	* You can also leave the '''Choose a specific job to modify''' unticked. This will process all your jobs one at a time but increases the amount of memory used. Unless you do job-based comparison, we recommend you copy '''Consolidated''' into '''No Job'''.		* You can also leave the '''Choose a specific job to modify''' unticked. This will process all your jobs one at a time but increases the amount of memory used. Unless you do job-based comparison, we recommend you copy '''Consolidated''' into '''No Job'''.

			<br clear=all />

	== Related Topics ==		== Related Topics ==

	* [[Forecast Reports]]		* [[Forecast Reports]]

Nic at 05:37, 21 July 2014

2014-07-21T05:37:39Z

@@ Line 49: / Line 49: @@
 # Click '''Close''' on the Modify Budget Data dialogue;
 # Click '''Close''' on the Version Control dialogue;
 == Copying budget values into future months of the forecast version ==
@@ Line 71: / Line 75: @@
 # Click '''Close''' on the Modify Budget Data dialogue;
 # Click '''Close''' on the Version Control dialogue;

Nic at 04:03, 21 July 2014

2014-07-21T04:03:12Z

← Older revision		Revision as of 23:03, 20 July 2014
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	To manually create a forecast version, the process can be broken down into the following steps:		To manually create a forecast version, the process can be broken down into the following steps:
	* Creating an empty forecast version;		* Creating an empty forecast version;
	* Copying actual values into the historical months;		* Copying actual values into the historical months of the forecast version;
	* Copying budget values into the future months;		* Copying budget values into the future months of the forecast version;

	'''Note that this approach requires the ability to create multiple versions which is only available in BudgetLink Ultimate Edition.'''		'''Note that this approach requires the ability to create multiple versions which is only available in BudgetLink Ultimate Edition.'''
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	== Copying actual values into historical months ==		== Copying actual values into historical months of the forecast version ==

	To copy actuals into the historical months of the forecast version, follow these steps.		To copy actuals into the historical months of the forecast version, follow these steps.
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	# Click '''Close''' on the Version Control dialogue;		# Click '''Close''' on the Version Control dialogue;

	== Copying budget values into future months ==		== Copying budget values into future months of the forecast version ==

	To copy budget values into future months of the forecast version, follow these steps.		To copy budget values into future months of the forecast version, follow these steps.

Nic at 04:02, 21 July 2014

2014-07-21T04:02:42Z

← Older revision		Revision as of 23:02, 20 July 2014
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	To create an empty forecast version, follow these steps.		To create an empty forecast version, follow these steps.

	# From the ~~main menu~~, click on '''20. Budget Entry''' ~~and then~~ '''Version Control''';		# From the '''Menu''', click on '''20. Budget Entry''';
			# Click on '''Version Control''' in the menu;
			# Click '''Yes''' to backup the database;
			# Click '''OK''' when the backup is complete;
	# Click on the '''Version Control''' button;		# Click on the '''Version Control''' button;
	# Click on the '''Create New Version''' button;		# Click on the '''Create New Version''' button;
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	To copy actuals into the historical months of the forecast version, follow these steps.		To copy actuals into the historical months of the forecast version, follow these steps.

	# From the ~~main menu~~, click on '''20. Budget Entry''' ~~and then~~ '''Version Control''';		# From the '''Menu''', click on '''20. Budget Entry''';
	# ~~Click on~~ the '''Version Control''' button;		# Click on '''Version Control''' in the menu;
	# Click on the '''Modify Data''' button;		# From the Version Control page, click the '''Version Control''' button;
			# Click '''Yes''' to backup the database;
			# Click '''OK''' when the backup is complete;
			# On the version Control dialogue, click the '''Modify Data''' button;
			# On the Modify Budget Data dialog box that appears, click the '''From''' list and choose to '''Copy''' the source data;
			# Click the '''To''' list and choose to '''Replace''' the data in the destination budget version;
			# Ensure that the '''Choose a specific version to modify''' check box is selected and choose to copy from '''Actual''' into '''Forecast''';
			# Ensure that the '''Choose a specific company to modify''' check box is selected and choose your company file in both the from and to dropdowns;
			# Ensure that the '''Choose a specific job to modify''' check box is selected and choose to copy from '''Consolidated''' job into '''No Job''';
			# Ensure that the '''Choose a specific year to modify''' check box is selected and choose the year to copy in both the from and to dropdowns;
			# Ensure that the '''Choose a specific period to modify''' check box is selected and choose the first month to copy from in both the from and to dropdowns;
			# Once all your selections have been made, click the '''Modify Budget Data''';
			# Click '''OK''' when the operation is complete;
			# Repeat this process for each month you need to copy;
			# Click '''Close''' on the Modify Budget Data dialogue;
			# Click '''Close''' on the Version Control dialogue;

	== Copying budget values into future months ==		== Copying budget values into future months ==

	To copy budget values into future months of the forecast version, follow these steps.		To copy budget values into future months of the forecast version, follow these steps.
			# From the '''Menu''', click on '''20. Budget Entry''';
	# From the ~~main menu~~, click on '''20. Budget Entry''' ~~and then~~ '''Version Control''';		# Click on '''Version Control''' in the menu;
	# ~~Click on~~ the '''Version Control''' button;		# From the Version Control page, click the '''Version Control''' button;
	# Click on the '''Modify Data''' button;		# Click '''Yes''' to backup the database;
			# Click '''OK''' when the backup is complete;
			# On the version Control dialogue, click the '''Modify Data''' button;
			# On the Modify Budget Data dialog box that appears, click the '''From''' list and choose to '''Copy''' the source data;
			# Click the '''To''' list and choose to '''Replace''' the data in the destination budget version;
			# Ensure that the '''Choose a specific version to modify''' check box is selected and choose to copy from '''Budget''' into '''Forecast''';
			# Ensure that the '''Choose a specific company to modify''' check box is selected and choose your company file in both the from and to dropdowns;
			# Ensure that the '''Choose a specific job to modify''' check box is selected and choose to copy from '''Consolidated''' job into '''No Job''';
			# Ensure that the '''Choose a specific year to modify''' check box is selected and choose the year to copy in both the from and to dropdowns;
			# Ensure that the '''Choose a specific period to modify''' check box is selected and choose the first month to copy from in both the from and to dropdowns;
			# Once all your selections have been made, click the '''Modify Budget Data''';
			# Click '''OK''' when the operation is complete;
			# Repeat this process for each month you need to copy;
			# Click '''Close''' on the Modify Budget Data dialogue;
			# Click '''Close''' on the Version Control dialogue;

← Older revision		Revision as of 22:12, 22 June 2020
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	* [[Forecast Reports]]		* [[Forecast Reports]]
	* [[How To Guides]]		* [[How To Guides]]
			* [[Version Control]]

	[[Category:How To Guides]]		[[Category:How To Guides]]