Common approaches your colleagues
use to forecast in Dynamic Budgets

1. Duplicate your line item details and full payroll from your original budget.

• Mark it as a forecast in Manage Budgets to override Jan-Mar budget values with Actuals.
• Have your staff update the remaining months.

2. Same as Above, but Lock the original copied rows.

• Your staff will insert additional lines below the grey locked rows to notate increase or decrease adjustments

3.  Edit a single blended row of YTD Actual & Budget (or PY, or Annualized)

• Import that single line of data into each account
• Allow users to simply overwrite with new values in the single row of data.

4. Same as Above, but Lock the first row.

• Lock the single line base projection.
• Your staff will insert additional lines below the grey locked rows to notate increase or decrease adjustments

5. Use a simple 4 line standard calculation for each account

• Import a blend of YTD Actual & Budget (or PY, or Annualized)
• Multiply by a change percent
• and/or enter a dollar adjustment amount
• to calculate the result
• This can be done with Copy Bulk Assumptions to embed this in individual accounts
  or we can set up a Custom Worksheet to do this for a large volume of accounts on 1 screen.

If you need help setting up forecasts
please schedule an appointment with our support staff.