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Home » Forecaster – Steps for Next Budget
Financial Tech

Forecaster – Steps for Next Budget

Abbey FetzerBy Abbey FetzerJanuary 16, 2021Updated:September 20, 20211 Min Read
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Have another budget/forecast to prepare for in Microsoft Forecaster and not sure what setup is needed? There are routine steps to prepare for next year’s budget in Microsoft Forecaster. Come learn the steps needed and see the most efficient way to setup and maintain Forecaster. We will walk through creating periods, columns, input sets and using the copy plan wizard. Other topics include reports, menus, tasks and locking data.

Dynamics 365 CE / CRM Dynamics Business Central / NAV Dynamics GP
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Abbey Fetzer

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