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Copy an existing forecast
Copy an existing forecast

How to duplicate an existing forecast to create a new one.

Updated this week

When you create a forecast, one of the methods you can use is to copy one of your existing forecasts. This is useful if you want to create a forecast similar to one you already have.

  1. Click the Forecasting tab.

  2. Click one of the following options:

  3. Click Create from an existing forecast.
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  4. A dropdown appears for you to choose the forecast you want to duplicate from.
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    Select the forecast you want to copy.
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  5. Enter the name and start date, then click Create new.

You now have a copy of a forecast that you can make changes to.

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