Copy forecast model transactions

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

You can create a forecast model by copying an existing forecast. In doing so, you copy the forecast transactions of one forecast model to the forecast model that you are creating. You can control the content of the new forecast model by including only specific transaction types or transactions from a specific time period.

1. Click Project management and accounting > Periodic > Forecasts > Copy forecasts.

2. In the Copy forecasts form, on the General tab, under Include transactions, select the transaction types that you want to copy to another forecast model.

3. In the From date and To date fields, define a date range for the forecast transactions to be copied.

4. In the From forecast model and To forecast model fields, select the forecast models to copy from and to.

See also

About project budgets and forecasts

Delete forecast model transactions

Set up a forecast model

Copy forecasts (class form)

Create forecast models for project budgets