Editing the configuration widget of a Finance Forecast workbook
After you have created a new Finance Forecast workbook, you can then edit the configuration widget. It contains all the information that the user will see when editing the completed workbook.
The configuration widget is the left panel of the configuration page of the workbook. It contains these sections:
- Workflow: Shows the status of the workbook.
- Selected Account: Shows the Account(s) to which the workbook belongs.
- Standard Dimensions: Shows the standard dimensions of the workbook.
- Analysis Dimensions: Shows the dimensions of the workbook used for analytical reports.
The section titles are set as default, but you can change the titles to suit your requirements.
- Navigate to the section that you want to change, then click the icon to open the Change Section Title dialog box.
- Specify a new name for the section and click .