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Creation of budget or forecast source 

This article will demonstrate how to create an additional source for either budget or forecast.

When moussing over “Setup” in the lower-left corner and clicking on “Budget and forecast,” an overview of your current budget and forecast sources appears.

To create an additional source, click on “+ new budget.”

A new window will open where you write the name of the news source. Hereafter, click “Save.”

After clicking on “Save,” the new source is now visible in the drop-down menu “Source” and the setup overview related to budget and forecast.

*There is no need for a budget source named budget 2020 and budget 2021. There is only a need for one budget source because the period will be controlled in the blue top bar. Then it will be a combination of period and source.