Reviewing Prior Forecasts

Once approved or cancelled, a Forecast document and its BFA workbook become read-only. They remain available for review. No matter when you open a prior forecast, the snapshot behind the BFA workbook provides a complete financial picture of the state of the project at the time the forecast was created. A series of Forecast documents and workbooks can provide you with a detailed financial history.

To review a prior Forecast:

  1. Select the Forecast Doc Type at the appropriate Project Dashboard.
  2. Click the header of the Doc No column.
  3. If the Show Closed option has a red “X” in front of it, select this option. (If there is green checkmark in front, do not select it.)
  4. Open the Forecast document.
  5. Open the BFA workbook in Forecast mode.