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Copy a forecast

Create a new forecast by copying an existing forecast in Futrli.

Written by Futrli Support

You can either duplicate an existing forecast, or you can create a new forecast with predictions from an existing forecast.

Duplicate an existing forecast

  1. Open the Forecasts tab.

  2. Select the Forecasts list tab.

  3. Select the P&L budget or 3-way forecast you'd like to duplicate.

  4. Select the Actions button.

  5. Select Duplicate.

  6. Enter a name, start date and duration (if applicable).

  7. Select Save.

Use existing predictions in a new P&L budget or 3-way forecast

  1. Open the Create option.

  2. Select a P&L budget or 3-way forecast.

  3. Enter a name, start date and duration (if applicable).

  4. In the Add predictions dropdown, select Copy predictions from an existing forecast.

  5. Select the forecast to copy.

  6. Select Create.

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