Reviewing Budget/Forecast—Exercises

Required Data

Confirm Budget/Forecast Lines

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

1. Confirm the forecast lines in a project forecast.

General exercise for Confirm Budget/Forecast Lines.

Main Exercise

Purpose: The purpose of this exercise is to change the status of a project forecast from Preliminary to Reviewed.

Windows:
Project Forecast Info

Reviewing Budget/Forecast

1. Open the Project Forecast Info window and query for the project with the budget/forecast version that you created (which is in status Preliminary).
2. Right-click on the header, click Status and then click Review.