4.3.11.7 Copy Forecast Balance Rule

You can copy Forecast Balance Rules to avoid having to enter data multiple times. This saves time and effort and reduces mistakes.

To copy a Forecast Balance Rule, follow these steps:

1. Navigate to the Assumption and select Forecast Balance Rule.
2. Search for a Rule.

   For more information, see the Search Forecast Balance Rules section.

3. Click on the Action icon against the Forecast Balance Rule Name and select Save As to duplicate the Rule.
4. Select a folder where you want to save the Rule copy.
5. Enter a unique name for the new Rule.
6. Enter a brief description of the Rule.
7. Click Save.