Edit Forecasts

The forecast is only as good as the information that's entered, so it is essential that it's updated regularly. If an existing forecast is available to edit (also referred to as a Working Forecast) then click the name of the working forecast to edit it. Once at least one forecast has been created then an Edit Forecast button will be available.

You have the ability to edit current or working forecasts if both have already been created. Current forecasts are those that have been published and its data is reflected in the Cost Summary and in reports (For information on customizing cost summary layouts to include forecast columns, see Add Cost Summary Layouts).

Working forecasts are in edit mode and available to continue working on. If a forecast has not yet been created, see Create a Forecast for detailed instructions.

To edit forecasts

  1. Go to the Forecasting page.

    2. For more information, see Access the Forecasting Page.

  2. Click Edit Forecast.
  3. If a working forecast does not exist, go to step 4, otherwise, a message displays prompting you to choose the forecast you'd like to edit
  4. Select the Edit existing working forecast to make change to the existing working forecast.

    5. —Or—

    Select the Start new working forecast from current forecast to start a new working forecast with data saved from current forecast to start with. This working forecast will overwrite the existing one.

  5. Click the Forecasts as of period ending drop-down arrow and select a period to base the forecast on. Choose Live to edit the forecast based on current data.
  6. Click Continue.

    7. The Add/ Edit Forecast page is displayed.

    Tab through the fields while adding new forecast items to automatically add a new line to the grid.

  7. Enter all required fields. For a detailed description of the fields and buttons located on this page, see Add/Edit Forecast Page Overview.
  8. From here you can optionally take any of the following actions:
  9. Click Save Draft to keep a draft to continue working on at a later date

    10. —Or—

    Click Save Final to save this version as the final forecast.