Creating a Basic Quick Forecast

You can use a basic quick forecasting technique to apply a summary-level assumption on the Forecasting Summary page.

  1. Navigate to Forecasting > Summary from the menu.
  2. Select Basic Quick Forecast from the Project drop-down list.
  3. Select Project Setup.
    The Basic Quick Forecast Setup page opens.
  4. Select the appropriate forecasting technique in the Project Action column.
  5. Enter a projected Value where necessary.
  6. Select the link in the Time Frame column to select the future time frame in which the forecast assumption ends.
    This action is only necessary if you want to enter a second growth assumption in the Project Action column for a later range of projected time frames.
  7. Select Apply to save your changes and return to the Forecasting Summary page.