Create A Forecast Budget From Actuals and Budget

How To Create a Forecast Budget From Actuals and Budget

1. Make sure your 'Last Closed Month' is up to date under Setup > Calendar
2. Go to Planner > Planner Setup
3. Click 'Create Budget'
4. Choose 'Based on Current Year's Actuals and Budget'
5. Choose your source budget
6. Add your budgets name
7. Click 'Save'

How To Update Your Forecast Budget with New Actuals

1. Go to Planner > Planner Setup
2. Click the box next to your reforecast budget
3. Click 'Load Actuals' 
4. Choose the month in which you want actuals loaded to
5. Click 'Submit'