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