Entering Forecast & Navigating to Unsuppressed Forecast Form

This guide will cover:

• How to access and enter data into the forecast input form.
• Howe to access the unsuppressed form from within forecast input

Accessing and Inputting Forecast:

• From the Planning and Budgeting homepage, select the Forecast cluster, then Forecast Review and Input card.

• This will enter the Forecast Review Form.

• To enter data, right click on the desired account.

• Select Open Forecast Detail.  This opens a suppressed form for data entry.

On this form, the following columns display:

• OEP_Actual Actual: total actuals uploaded to date
• OEP_Plan Plan: budgeted amount for the year
• OEP_Forecast: Q1, Q2, Q3, and Q4: each contain either the actuals for that quarter (if the quarter has been closed) or white cells in which a forecast can be entered.
• OEP_Forecast: YearTotal: the total of all 4 quarters (both those containing actuals and forecast
• OEP_Plan vs Forecast: YearTotal: difference between total budgeted amount and forecast year total columns

• Accounts which either were budgeted and/or have actuals posted to it will display in this form.  To access additional accounts for forecast entry, the unsuppressed form must be opened.
• Unsuppressed forms are opened for a specific Activity by right clicking on the desired activity.

• Click on Open Activity Detail.

• Click the + button to expand a specific Revenue and Expense category.

• This expands to the level-0 account level where you are able to enter data into the white cells.

• You may select additional FC_FS, Programs, and Activities using the Point of View at the top of the form.

• Navigate back to the suppressed form using the breadcrumb links above the Point of View.