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View or edit a forecast

How to view or edit an existing forecast.

Updated over a month ago

If you need to make changes to a forecast, this is easy to do.

  1. Click the Forecasting tab.

  2. Find the forecast in the left hand menu, then click on it.

  3. On the dropdown click View/Edit.
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You can now amend the forecast.


Can't edit a forecast?

If you're not able to edit a published 1 year P&L only forecast this may be because it was created by another user and is locked.

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