Running Financials Rules

You can run these rules in Financials:

• Calculate Actuals—Calculates any drivers and aggregates actuals for the selected periods.
• Prepare Forecast—Copies the selected periods of actuals to the Forecast scenario and then recalculates any accounts with a trend or driver to arrive at an updated forecast. Also copies current forecast to prior forecast version for comparison.
• Prepare Plan—Calculates trends and drivers for the selected year(s). You can use this rule to create a new year plan as years change. Or you can use it if you have prepared a multi-year plan and have updated data for trend and driver basis.