In this form, you can select project forecast data to use as a source for generating new or updating existing budget plan ...

In this form, you can select project forecast data to use as a source for generating new or updating existing budget plan lines. First, select whether to create a new budget plan, or to replace or update an existing budget plan. Then select the ledger and date range that you want to generate the data from and at least one of the Include statement options to designate the posting types to include. Click the Filter button to define other specific criteria for the project forecast being used.