Attach Forms to Forecasts

Forms can be attached to published forecasts or to snapshots.

To attach forms to forecasts

  1. Go to the Forecasting page.
  2. For more information, see Access the Forecasting Page.

  3. Click the Current Forecast link to attach forms to the published forecast.
  4. —Or—

    Click the name of the forecast snapshot to attach forms to a snapshot of the forecast.

  5. Click the Forms tab.
  6. Click Attached Forms.
  7. The Attach Forms from [Project Name] filter displays.

  8. Filter for the forms you want to see.
  9. Results display in the table below.

  10. Select the check box next to the form(s) you want to attach.
  11. Click Attach.