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Editing, duplicating, and merging a forecast

The Forecast section contains a list of saved forecasts and allows you to view details of these forecasts. You can make changes to existing forecasts, create a project for assets with the same forecast, delete the forecast, duplicate a forecast, and even merge one forecast with the other.

How to edit a forecast

  1. Go to the Forecast section by clicking on Forecast from the left navigation panel.

     

     

  2. Here, you'll see a List of Saved Forecasts.

  3. In the Forecast Name column, click on the forecast that you want to edit.

     

     

  4. You'll be directed to a page containing this forecast's details.

  5. Click on the Edit button in the top right corner.

     

     

  6. A modal will open.

     

     

  7. In the Forecast name field, you’ll see the current name of the forecast. Type in the new name.

  8. Select the Public option to share the edited forecast or keep it private by selecting the Private option.

  9. Click Edit to proceed or Cancel to go back.

How to duplicate a forecast

  1. Click on the Editbutton drop-down and select Duplicate.

     

  2. A modal will open.

     

     

  3. In the Forecast name field, type in the name for the duplicated forecast.

  4. You can set the privacy by choosing the Public or the Private option.

  5. Click Save to save this duplicate forecast or Cancel to go back.

How to merge forecasts

  1. Click on the Edit button drop-down and select Merge.

     

     

  2. A modal will open.

     

     

  3. Click on the Select Forecast drop-down and search for the forecast that you want to merge this forecast with.

  4. Click Merge to proceed or Cancel to go back.

*Note: Only forecasts with the same Years and End of Life Determination can be merged. Non-matching or Locked Forecasts are not displayed in the list.