Copying Forecasts

You can copy forecasts to create multiple versions of a forecast workfile to investigate "what if" scenarios. You may also choose to copy a forecast to continue a previous forecast. For example, you may access a forecast from a previous month and use it to create a forecast for the next month. In this case you can use the amount in the Remaining Amount to Allocate field as an indicator that additional values need to be forecast.

When you create a copy of a forecast, you must specify a new version for the copied workfile. Then the system displays the version number of the "copied from" forecast in the Copied From Version field on the Work with Forecasts form.

In the copied forecast, you can change the following fields on the Forecast Header form:

• Forecast Description

• Summary/Detail

• Lock Status

• Build Date

If you copy a forecast header that does not have a generated forecast workfile, the system copies only the forecast master record from the F5101 table.

If you copy a forecast header that has a generated forecast workfile, the system copies either a detail or summary generated forecast workfile from the F5111 table along with the forecast header from the F5101 table. The system automatically spreads the amounts across periods by copying the values from the F5111 table into the "copied to" version.