Creating a Finance Forecast workbook

  1. Click the Home icon.
  2. Select Business Configuration > Configuration Set-specific Settings > Workbook Wizard.
  3. Click New Workbook and then click on Finance Forecast.
    The Finance Forecast Details dialog box is displayed, with a description of the Header, Tabs, and Configuration options available.
  4. Click Select to open the Set Name dialog box, and then enter a name for your workbook and click OK.
    The workbook is created and saved into the workbook library.