Log in to the HTML5 client.
Select the Finance workspace.
Select a Project in the Project Data Selector.
Click on the EDIT button of the Forecast tile to open the Forecast dialog box.
Select the Transactions sub-tab.
Select one of the following pivot:
None – The table will propose only one line to enter a global Forecast Cost.
Type – The table will allow to define the Forecast Cost by Transaction Type.
Cost Center – The table will allow to define Forecast Cost by Cost Center.
In the Create a New Transaction Forecast popup, select of the following options:
New – A new row will be added to the spreadsheet.
From Template – Choose a template in the Global Forecast Template selector.
NoteThis option is only available if Forecast Templates have been defined by the Administrator.
From Total Transaction Cost – Total Transaction Cost will be imported automatically as Forecast values.
Enter Forecast Values in the spreadsheet distributed cells.
A pivot (Organization, Type, or Cost Center) has already been defined. If you change the pivot, all the existing Forecast for this Category will be deleted.
Click on the New (
) button to add a row to the spreadsheet.
Enter Forecast Values in the spreadsheet distributed cells.