Submitting Your Forecast

Use this information to submit your forecast to your reviewer.

To watch a training video that explains this process, enroll in the FPS Distributed Forecasting - Submitting Your Budget Forecast training video course on Jack Henry University. You can also enroll in the Distributed Forecasting in Financial Performance Suite learning plan.
When you have completed the forecast for an assigned organization, you must submit your forecast. Submitting your forecast sends notification to your assigned reviewer so that they can review your forecast. The reviewer can either approve or reject your submitted forecast.
  1. Navigate to Forecasting > My Responsibilities.
  2. Verify that you are on the My Organizations tab and viewing the In Progress organizations.
  3. Select the check boxes next to the organizations that you want to submit.
  4. Select Submit to complete the submission process to your assigned reviewer.
  5. Select Submit in the Warning dialog box to confirm that you want to submit the selected organizations.
The submitted organizations show on the My Organizations > Submitted tab.

The submission date appears in the Submitted Date column for reference.

Note: When an organizational forecast is submitted, the Forecasting area of the application is viewable but becomes non-editable for the submitter.
Parent topic: Distributed Forecasting Training Videos - Review and Approval Process