Forecast position distribution


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Enabled for Public preview General availability
End users by admins, makers, or analysts - This feature is released. Oct 1, 2019

Business value

This feature lets you maintain default financial dimension templates for forecast positions by using the controls on the Financial dimensions FastTab on the Forecast position page.

Feature details

The grid in the upper part of the FastTab shows all the distribution lines together with their percentage. The lower part of the FastTab shows the forecast position's default dimensions.

You can validate whether the default dimensions for a forecast position are correct for your organization's chart of accounts. For any forecast position, on the Forecast position page, select Validate on the Action pane to determine whether the financial dimensions setup for that forecast position is valid. This validation is quick and can help you identify errors before you generate a budget plan from a forecast position. You can also validate multiple forecast positions at the same time on the Forecast positions page.

See also

Forecast position distribution (docs)