Modifying Forecast Input Templates

OPEN INPUT TEMPLATE FOR EDITING

1. eTools -> Open Dynamic Templates
2. Input Schedules -> 09 Input Templates
3. Open ‘Forecast Input Template 2009.xlt’

UPDATE FORECAST TEMPLATE TO REFLECT NEW MONTH OF ACTUALS

1. Change Cell A4 and BA6 to the new FCST Month

MODIFY EVGTS FORMULAS

1. If we are modifying to prepare for October Month End, then we will copy Cells Q15:Q233 to R15:R233
2. Update Cells R12 and R13 to say ACT and OCT in Black Font

MODIFY EVSEND FORMULAS

1. If we are modifying to prepare for October Month End, then we will copy Cells BI15:BI233 to BJ15:BJ233

Opening a Period for Forecasts

. Run the BPC Admin Tool
. Click Manage Security
. Expand Member Access Profiles
. Select Category Upload Switch
. Click Modify member access profile
. Click on BPC Access tab
. Find the Member row (i.e. AprFcst) and change its Access to Read & Write
. Click Next
. Click Apply