Copying from Budget/Forecast—Exercises

Required Data

Create Project Budget/Forecast

Purpose: The purpose of this exercise is to show you the required data that is used in the exercises below.

1. Create a project budget/forecast

General exercise for Create Project Budget/Forecast

Main Exercise

Purpose: The purpose of this exercise is to copy information from an existing budget/forecast

Windows:
Project Forecasts

Copying from Budget/Forecast

1. Open the Project Forecasts window and query for the project for which you created a budget/forecast.
2. Select the row, right-click and click Create Forecast.
3. Enter Version 2 in the Version Description field.
4. Select the Copy Cost Spread and Copy Approval Routing check boxes.
5. Click OK. A message box inquiring whether you wish to view the budget/forecast will open, click Yes.
6. Observe that the values in the Cost  and Approval Routing tabs have been copied to the budget/forecast from the previous budget/forecast.