Creating a fiscal forecast reference version

You can create fiscal forecast reference versions that are based on an existing fiscal forecast. A reference version is duplicate of an existing version.

  1. Click the Home icon.
  2. Select Business Configuration > Configuration Set-specific Settings > Configuration Set Definition.
  3. Click a completed fiscal forecast version and select New Fiscal Forecast Reference.
  4. Select the number of reference versions to create.
  5. Specify the name of the version in which to store the data.
  6. Click OK.
    In each reference version that you create, the number of periods of actual data increases by 1. For example, if the original version has one period of actual data, then Reference Version 1 has 2 and Reference Version 2 has three.

If no data entry has occurred, you can edit the number of periods of actual data in a reference version. Click the version and select Edit. You cannot edit any other options of a reference version.

To delete a reference version, click it and select Delete.