Search Results for

    Show / Hide Table of Contents

    Create Forecast Journal Templates

    The Forecast Journal Template is used when repeat entries need to be made while forecasting for the Project.

    To create a new Forecast Journal Template:

    1. Navigate to the Role Center > Setup > Template Setup > Forecast Journal Templates.

    2. Select New from the ribbon.

    Field Name Description
    Name Specifies a unique Name to identify the new Forecast Journal Template.
    Description Specifies identifying information about the new Project Budget Journal Template.
    No Series Specifies the Number Series from which numbers are assigned to new entries or records.
    Page ID Displays the Progressus Page Number.
    Posting No. Series Specifies the Number Series Code that will be used to assign Document Numbers to Ledger Entries that are posted from Journals using this Template.
    Reason Code Specifies the Reason Code, a supplementary source Code that enables the entry to be traced.
    In This Article
    Back to top Generated by DocFX