1. Defining and Managing Financial Projects
  2. Why can't I see the Retain spread from source option when generating forecasts?

Why can't I see the Retain spread from source option when generating forecasts?

The Retain spread from source option isn't available in the Generate Options tab on the Forecast Creation Details page when you’re:

  • Creating forecasts using the Copy or Manual creation method.

  • Using different calendar types in the source and forecast versions.

  • Planning the forecast version at a higher level than the source plan version. For example, if the forecast version planning level is selected as Project and the source planning level is set as Project and top tasks, then the Retain spread from source option isn’t available on the user interface.

  • Forecast version isn’t supporting all of the planning currencies that are supported in the source plan version.
  • Selecting the Cost Performance Index or Manual Entry ETC method in the generated forecast version.