Importing a Forecast Tutorial

Importing a Forecast Tutorial

PDF Tutorials 
Interactive Tutorial


         


Other Related Tutorials & Page Links:

* Step by Step Tutorial-Import Assumptions

* Knowledge Base Page Link-Import Assumptions



    • Related Articles

    • Import Assumptions Tutorial

      PDF Tutorials  Interactive Tutorial Cropped Screenshots Full Page Screenshots           Prerequisite Steps: If you have not upgraded Dynamic Budgets in the past 3 months, upgrade the system before importing assumptions. Contact Dynamic Budgets ...
    • Import Budget Assumptions Article

          Tutorial Link Prerequisite Steps: If you have not upgraded Dynamic Budgets in the past 3 months, upgrade the system before importing assumptions. Contact Dynamic Budgets support for upgrade assistance. ​ Purpose: This is the utility used to ...
    • Forecast Builder - Design Forecast Templates Article

      This tool has three tabs: Define - create and manage forecast template using existing BudgetIDs; Preview - Preview template and push the preview result to the Import Budget Assumptions screen; and Update - Synchronize data for "Isforecast" BudgetIDs. ...
    • Forecast Builder - MultiCo Sync Article

      This screen functionality is the same as Forecast Builder - Design Forecast Templates/Update tab except on this screen multiple CompanyDB can be synchronized at the same time provided the "Selected BudgetIDs" use the same Forecast Template. When a ...
    • Import Active Directory Users Article

      Users can access Dynamic Budgets with their Windows User ID and password. The best way to do so is to import the Windows User ID/s and password/s into Dynamic Budgets from the Windows Active Directory using this screen. But before any import can ...