Write, Bureaucrats, Administrators
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Difference between revisions of "Creating a forecast version manually"
Creating a forecast version manually (view source)
Revision as of 22:03, 20 July 2014
, 22:03, 20 July 2014no edit summary
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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. | ||