Forecast Overview

This entry is part 53 of 60 in the series Focus Guide - Doc Types

Forecast documents detail financial forecasts throughout your project. Each Forecast document open the BFA workbook in Forecast mode.

Forecast documents and corresponding BFA workbooks require the project to have an approved Initial Budget. The BFA workbook in Forecast mode takes a complete financial snapshot of your project, which requires your budget information. A project can have any number of Forecast documents.

Fiscal Period
The Period field on the Details tab is used to indicate the fiscal period to which the approved forecast should post.

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