Difference between revisions of "Creating a forecast version manually"

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Creating a forecast version manually (view source)

Revision as of 23:48, 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 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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== 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.


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== 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.


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


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