Copy forecasts (class form)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Click Project management and accounting > Periodic > Forecasts > Copy forecasts.
–or–
Click Project management and accounting > Common > Projects > All projects. On the Action Pane, on the Plan tab, in the Maintain forecast group, click Copy forecasts.
–or–
Click Project management and accounting > Common > Projects > Project contracts. On the Action Pane, on the Plan tab, in the Maintain forecast group, click Copy from forecast.
Use this form to copy one project forecast model to another model, or to copy only specific transaction types from one model to another.
Tasks that use this form
Copy forecast model transactions
Navigating the form
The following tables provide descriptions for the controls in this form.
Tabs
Tab |
Description |
---|---|
General |
|
Batch |
Buttons
Button |
Description |
---|---|
Select |
Open a query and select the data to be included. |
Recurrence |
Change the starting time and starting date of the batch job or set up a recurring batch job. |
Alerts |
Modify or set up alerts for the batch job. |
Fields
Field |
Description |
---|---|
Include transactions |
Select the check box for each transaction type that you want to copy. |
From date and To date |
Specify a date range to identify which project forecast transactions should be included. |
From forecast model and To forecast model |
Select which project forecast model to copy and where it should be copied to. |
See also
Manage project budgets and forecasts
Copy forecast model transactions
Eliminate estimate (class form)
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