Manage Advanced Forecasting and Budgeting

Edit project forecasts in bulk in Capital Planning to update timeline distributions across multiple projects simultaneously. Applying forecasting curves or modifying period allocations in bulk eliminates repetitive manual entries across your portfolio. Managing multiple project forecasts together maintains consistent financial modeling across your capital programs.

• Required User Permissions:

  •  'Admin' level permissions on the company's Capital Planning tool.

• Additional Information:

  • Bulk edits apply only to active and future periods; locked historical forecast values remain unchanged.

  • Applying a curve in bulk recalculates future monthly distributions and balances remaining spend across all selected project rows automatically.

  • Marking the header checkbox selects every visible project row in the table.

• Ensure the Capital Planning tool is enabled for the company.

• Ensure Concept Projects and Portfolio Management are enabled for the account.

• Configure the fiscal year start date in the company-level settings.

• Set top-line yearly or quarterly budget totals and confirm your project is active before applying distribution curves.

• Active budget line items, planned values, or project cost estimates must exist.

Bulk Edit Forecasts

1. Navigate to the Capital Planning tab.

2. Select the checkboxes next to the rows you want to update.

3. Click Bulk Edit in the table header.

4. Update the Start Date, End Date and Forecasting Curve.

5. Click Apply to push the updates to all selected records.

6. Click Save Changes.

Add Manual Forecasts

1. Navigate to the company-level Planning tool and open the Capital Planning tab.

2. Locate and select the desired project, then open the Forecasts section.

3. Switch the View selector to Quarterly or Yearly (or Monthly for granular tracking).

4. Click directly into the period cell you want to adjust and enter the specific dollar amount.

5. Review the distribution breakdown:

   1. Amounts entered into quarterly or yearly cells automatically divide linearly across the underlying monthly forecast cells.

6. Click Save Changes.

To learn more about Concept Columns, see What are Concept Columns? and Configure Concept Columns.