Copy Forecast Rate Rule

You can copy Forecast Rate rules to avoid having to enter data multiple times. This saves time and effort and also reduces mistakes.

To copy a Forecast Rate Rule, follow these steps:

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

    For more information, see the Searching for Rules section.

  3. Click on the Action icon against the Forecast Rate 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.