Basic Forecasting Create a forecast by duplicating an original budget Use the Manage Budgets module to identify a forecast (checkbox IsForecast) to gray-out the first part of the year The sub-total of that account will use actual for the first part ...
Forecast Builder - MultiCo Sync Article
This screen functionality is the same as Forecast Builder - Design Forecast Templates/Update tab except on this screen multiple CompanyDB can be synchronized at the same time provided the "Selected BudgetIDs" use the same Forecast Template. When a ...
Forecast Builder - Design Forecast Templates Article
This tool has three tabs: Define - create and manage forecast template using existing BudgetIDs; Preview - Preview template and push the preview result to the Import Budget Assumptions screen; and Update - Synchronize data for "Isforecast" BudgetIDs. ...