Budget forecasts

Budget forecasts provide a projection of expenses taken from a budget plan.

You create a budget forecast by promoting a budget plan. When you do, the application creates a forecast and a read-only copy of the budget plan that the forecast refers to. This allows you to modify the budget plan without changing the forecast.

Budget forecast components

The budget forecast includes these items.
  • Inherited budget plan values: important values from the plan, including the budget plan key.
  • Overrides: an amount you can specify to override, or replace, the final forecast amount.
  • Budget forecast items: the budget items from the budget plan.
  • Budget forecast breakdowns: A breakdown of the Amount value into monthly units.