Create a Forecast or Reforecast Budget from Actuals and Budget

Create a Forecast Budget From Actuals and Budget

1. Make sure the Last Closed Month is up-to-date under Setup > Calendar.
2. Go to Planner > Planner Setup.
3. Click Create Budget.
4. Enter a Name for the new budget.
5. Select Copy Budget and Load Actuals from the Method dropdown.
6. Select the Existing Budget Year and Budget from the dropdowns.
7. Select the option desired from Load Actuals:
   • Current Year (20XX) - Load actuals from the current year. Actuals through the Last Closed Month will be loaded.
8. Click Advanced Options to refine the elements to be copied. These are described in detail below.
9. Click Create Budget.

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 through which you want to load actuals.
5. Click Submit.