How to edit a Forecast Item

Written by Ross MacLeod


You can edit the Forecast Items you have created at any time. To do so simply press the cog adjacent to the item you wish to edit.

Step One

Firstly, navigate to the Forecast Item in question. If no Forecast Items show below the line, press the triangle adjacent to the line to set them to display:

Screen Shot 2017-01-18 at 17.40.13

Step Two

To edit the Forecast, press the cog adjacent to the line, then press Edit:

Screen Shot 2017-01-18 at 17.44.18

This will cause the Forecasting window to display, allowing changes to be made:

Screen Shot 2017-01-18 at 17.46.15

Once happy with the changes made, press Save Changes. Otherwise, to cancel, press Cancel.

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