Create Forecast Journal Templates
The Forecast Journal Template is used when repeat entries need to be made while forecasting for the project.
To create a new Forecast Journal Template:
Navigate to the Role Center > Setup > Template Setup > Forecast Journal Templates.
Select New from the ribbon.
Name: Create a unique name to identify the new Forecast Journal Template.
Description: Create a description to uniquely identify the new Project Budget Journal Template.
No Series: Specifies the number series from which entry or record numbers are assigned to new entries or records.
Page ID: Displays the Progressus page number.
Posting No. Series: Specifies the code for the number series that will be used to assign document numbers to ledger entries that are posted from journals using this template.
Reason Code: Specifies the reason code, a supplementary source code that enables you to trace the entry.