Forecast settings

Applies to: Planner 4.x

Overview

This page contains a collection of central settings for the budget modules Personnel and Account, such as distribution and spread keys, setup for auto transactions and so on.

Please refer to the relevant module document in the "How to's" section below for details.

How to`s

Configure the Account module
Configure the Personnel module

Note that the Sales forecast module has a separate setup workbook, the Sales forecast setup:

Configure the Sales forecast module