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.
Field Name | Description |
---|---|
Name | Specifies a unique Name to identify the new Forecast Journal Template. |
Description | Specifies identifying information about the new Project Budget Journal Template. |
No Series | Specifies the Number Series from which numbers are assigned to new entries or records. |
Page ID | Displays the Progressus Page Number. |
Posting No. Series | Specifies the Number Series Code 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 the entry to be traced. |