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Creating a forecast version manually (view source)
Revision as of 21:55, 20 July 2014
, 21:55, 20 July 2014no edit summary
(Created page with "== Overview == It is sometimes useful to manually create a forecast version, rather than relying on the forecast and projection reports in BudgetLink. To manually create a f...") |
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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 | * Copying actual values into the historical months; | ||
* Copying budget values into the future months; | * Copying budget values into the future months; | ||
'''Note that this approach requires the ability to create multiple versions which is only available in BudgetLink Ultimate Edition.''' | |||
== Creating an empty forecast version == | == Creating an empty forecast version == | ||
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# Click '''OK''' to create the empty Forecast version; | # Click '''OK''' to create the empty Forecast version; | ||
# Click '''Close''' on the version control dialogue. | # Click '''Close''' on the version control dialogue. | ||
== Copying actual values into historical months == | |||
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'''; | |||
# Click on the '''Version Control''' button; | |||
# Click on the '''Modify Data''' button; | |||
== Copying budget values into future months == | |||
To copy budget values into future months of the forecast version, follow these steps. | |||
# From the main menu, click on '''20. Budget Entry''' and then '''Version Control'''; | |||
# Click on the '''Version Control''' button; | |||
# Click on the '''Modify Data''' button; | |||