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Convert a forecast to another forecast type

Create a new Futrli forecast using an existing forecast as the starting point.

Written by Futrli Support

You can't change the type of an existing forecast. Instead, create a new forecast and use the option to Copy predictions from an existing forecast.

Create a forecast from an existing forecast

  1. Go to Forecasts.

  2. Select the type of forecast to create:

    • P&L Budget

    • 3-way Forecast

  3. Select Copy predictions from an existing forecast.

  4. Select the forecast to use as the starting point.

  5. Complete the remaining forecast details.

  6. Select Create.

The new forecast contains a copy of the existing forecast, which you can edit independently.​

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