How do I edit or delete items I've added to the forecast (revenue streams, expenses, etc.)?

Updated on Jul 29, 2016

If you want to edit an item you have already entered in the forecast (for example, a revenue stream, expense, asset, etc.), just navigate to the correct page of your Forecast tab, and then click on the blue title of the item you'd like to update:

editing-forecast-item-clickpoint.png#ass

In certain tables, such as the Personnel table, you may need to click the triangle icons to expand the lines so you can access the editable entries, as shown below:

edit-forecast-item-expand-table.gif#asse


Clicking any blue title will open the editing options for that item. Use the Next and Back buttons to navigate between them, as shown below:

edit-forecast-item-process.gif#asset:188

You can edit any part of your entry. Click Save & Close when you're done.


To delete a forecast item you've already entered, follow the same steps as above, and look for the trash can icon in the lower left corner of the first box of editing options:

delete-button.png#asset:1887