Standard procedure

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.
Related to Notes

Forecast project

 

Provide feedback