This article is intended for: Editors of the Operational Budgeting module.
Use this article when: editing the worksheet to prepare for a request round.
Note: You can select any image below to zoom in.
You may wish to forecast for future years inside of your Operational Budget. Forecasted columns can be added to your current or future Operational Budgets from the budget table.
From the Worksheet, select the Add Forecast button.
When you add a Forecasted Column, we will automatically create it for the next fiscal year available and default the Column Name to Forecasted. You can change the name of the column. Select the Save button when ready to add the column.
Note: A forecasted column can only be added before a request round has been open or once a request round has been closed.
By default, the % change will be set to zero and the statistics within the forecasted column will be copied from the column directly to their left.
For example, an FY27 budget will have an In Progress column. Selecting Add Forecast will default to FY28 Forecast and copy the statistics from the FY27 In Progress column. Creating a second forecast will default to the FY29 Forecast and copy the statistics from the FY28 Forecast column.
Modify the forecasted statistics by updating the forecasted columns' values or percent change input fields from the lowest level of the worksheet (i.e. account or itemization). Updates will cascade across years if a percent change is selected.
For example, if you have selected 10% for an account in forecasted versions FY24 and FY25, then updating the FY23 In Progress column will cascade a 10% increase to both forecast columns. If you update the In Progress column to be $100, then the FY24 forecast column would update to $110 ($100 * 110%), and the FY25 forecast column would update to $121 ($110 * 110%).
Forecasted columns can continue to be edited by the editor until the budget is finalized.
Note: Contributors will not automatically see the Forecasted Columns. You can set them up as part of their Default View or they are able to add them as Columns within their view of the Worksheet.
Edit the column header name of the forecasted column by selecting the Edit pencil. Delete a forecasted column by selecting the Trash Can.
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