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Difference between revisions of "Creating a forecast version manually"
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Creating a forecast version manually (view source)
Revision as of 22:02, 20 July 2014
, 22:02, 20 July 2014no edit summary
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To create an empty forecast version, follow these steps. | To create an empty forecast version, follow these steps. | ||
# From the | # 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; | ||
| Line 28: | Line 31: | ||
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 | # From the '''Menu''', click on '''20. Budget Entry'''; | ||
# | # Click on '''Version Control''' in the menu; | ||
# Click | # 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 | # Click on '''Version Control''' in the menu; | ||
# | # From the Version Control page, click the '''Version Control''' button; | ||
# Click | # 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; | |||