Reloading a rolling forecast

  1. Click the Home icon.
  2. Select Applications > Financial Applications > Forecast > Data Transfer > Create Forecast.
  3. Click the Rolling Forecast tab.
  4. Click the Configure icon next to the forecast you want to update.
  5. Select the appropriate option to overwrite values. Choose from:
    • Only Actual Values. This option overwrites only actual values.
    • All Imported Values. This option overwrites all imported values for actual, budget, and forecast.
    • All Values. This option overwrites all imported values and all manually specified values.
  6. Click OK.