Workflow: update projected data

The quick version (via Upload Forecast Data)

1. Download the Forecast Data Template (Forecast > Upload > Build Upload Forecast Data Template)
2. add the forecast input data for each element into the Excel template
3. upload the Forecast Data Template ((Forecast > Upload > Click to Upload)
4. sanity check your reports
5. (if needed) save the new numbers as your Budget or Forecast

Options

• roll back the Active Actuals Month (eg to re-do a Budget or Forecast)
• maintain a master version of your Forecast Data Template
• simplify your Forecast Data Template
• use distribute forecasting
• scenario planning with the Forecast Data Template

The slow version (manual entry)

1. review your reports, identifying the numbers that need to change
2. go into the elements one by one (Forecast > Element Settings)
3. change the settings, methods and/or input data for each element
4. sanity check your reports
5. (if needed) save the new numbers as your Budget or Forecast

Options

• roll back the Active Actuals Month (eg to re-do a Budget or Forecast)
• data entry methods in element editors
• use a Forecast Data Template