Transfer the WBS to a forecast

Steps

1. Go to Project management and accounting > Projects > All projects.

2. Use the Quick Filter to find records. For example, filter on the Project ID field with a value of 'DEMF-011757'.

3. In the list, mark the selected row.

4. Click Transfer from WBS.

5. In the list, mark or unmark all rows.

6. In the Forecast model field, enter or select a value.

7. Click OK.

8. Close the page.