3.11 Projections

1. To configure projection details, click Projections from the left menu and then click the Add icon.
   The Projections window is displayed.

   Figure 3-15 Projections

   
   Description of "Figure 3-15 Projections"
   

   
   Description of "Figure 3-15 Projections"

   
   
2. Specify the Year for which the party’s projection details are to be added.
3. Search and select the Currency for the projection details.
4. Specify the following details in the corresponding fields:
   • Balance Sheet Size
   • Operating Profit
   • Net Profit
   • Year Over Year Growth
   • Return On Investment
   • Return On Equity
   • Return On Asset
5. Click Add. Party’s projection details are added.
6. Click Upload Projection Document to add projection documents.
   The Projection Documents window is displayed.

   Figure 3-16 Projection Documents

   
   

   
   Description of "Figure 3-16 Projection Documents"

   
   

   In the Projection Documents window, the user can Add the following documents by clicking respective tabs.

   • Balance Sheet
   • Profit & Loss Statement
   • Cash Flow Statement
7. Click Add in any of the above tabs, the following window to upload documents appears:

   Figure 3-17 Balance sheet details

   
   

   
   Description of "Figure 3-17 Balance sheet details"

   
   

   For field level information refer the below table.

   Table 3-9 Balance sheet details

   Fields	Description
   Period	Select the Period for which the projection document is to be added.
   Quarter	Select the Quarter for which the projection document is to be added.
   Drop files here or click to select	In Drop files here or click to select section, drag and drop or click and upload the projection document.
   Add	Click Add. Document is added.
   Chart view	In the Business Projection screen, click the Chart view icon to change the List view to Chart view. Note: To Edit, Delete or View the added Projections. click the hamburger icon in the required list item and select the required option.