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Create a forecast within a consolidated organisation
Create a forecast within a consolidated organisation

How to create a forecast within a consolidated organisation that is copied from budgets, forecasts or scenarios of its sub-organisations.

Updated over a year ago

When creating a forecast within a consolidation, you can create 1-year P&L and 3 year cashflow forecasts.

As with normal organisations, you can create the forecast from scratch, from last year's actuals, with auto-predictions and from an existing forecast created within the consolidation. You also have an additional method allowing you to select a forecast created from a sub-entity.


Create from copies of sub-entity budgets, forecasts or scenarios

Screenshot of the first page when creating a 1 year P&L forecast. Highlighted is a the option, '​Create from copies of sub-entity budgets, forecasts or scenarios'.

After you select this option, drag and drop the sub-entity budget, forecast, or scenario across to the Consolidated sub-entity budgets, forecasts and scenarios section.

Screenshot of a page showing a forecast dragged to the 'Consolidated sub-entity budgets, forecasts and scenarios' section

You can only add one budget/forecast/scenario from each organisation that's consolidated.

When you're done, click Create new.

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