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Publish a forecast

Publish a forecast in Futrli so other users can view it.

When you create a forecast, it starts as a draft. Publishing makes it available to all users with access to the organisation. You can also use published forecasts in reports.

  1. Open the Forecasts tab.

  2. Open the Forecasts list tab.

  3. Select the forecast to publish.

  4. Select Actions.

  5. Select Publish.

The forecast is now published and available to all users with access to that organisation.

📌 TIP: You can't change a published forecast back to a draft.

For more information, check the draft vs published forecasts guide.

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