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Updating a Forecast with a Revenue Item
Updating a forecast with a revenue item updates the selected forecast with the most recent adjustment in the live revenue records. Updating a forecast with a revenue item only applies to forecasts with details.
To update a forecast with a revenue item
- Navigate to the Forecasts screen.
- In the Forecasts list, drill down on the forecast to be updated.
- In the Details view, select the revenue line item or items you want to update.
- Click the menu button, and then click Update Detail with Revenue Item.