Forecast / Budget Assembly

Roll up Expense Sheet, Headcount Model, and Revenue Model into a target version's fact values. Optionally overlay actuals for closed months so the target becomes a 3+9 / 6+6 style forecast.

Source Version (planning models)

Target Version Name Existing version with this name will be overwritten for the selected fiscal year.

Target Version Type

Fiscal Year

Optional: Actuals Overlay

Leave blank for a pure planning build (typical for Budget). Set both fields for a 3+9 / 6+6 style forecast.

Actuals Source Version

Actuals Context Month Months ≤ this month come from the actuals source; later months come from planning models.