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To check out a revision or section:   1. From the top menu, select Dashboards > Forecasting. 2. Click the property for which you want to add a budg...

To edit a revision or section:   1. Click the Revisions tab. 2. To edit a revision or section: 3. On the Actions menu   next to the revision or sectio...

To view account details on a revision:   1. From the top menu, select Dashboards > Forecasting. 2. Click the property for which you want to add a bud...

To add a narrative to an account on a revision:   1. From the top menu, select Dashboards > Forecasting. 2. Click the property for which you want t...

To view revision history:   1. From the top menu, select Dashboards > Forecasting. 2. Click the property for which you want to add a budget configu...

Do not export the Revision Worksheet to Excel. Instead, please follow the steps on how to generate and export a Budget Revision Report.  

Use the Forecasting dashboard to track revisions across properties in your portfolio and evaluate how budget amounts for the selected year compare with am...

To generate the Budget Revision report: 1. From the top menu, select Reports > Forecasting 2. On the side menu, click Budget Revision. 3. Compe...

To override totals on a revision or section   1. From the top menu, select Dashboards > Forecasting. 2. Click the property for which you want to ad...

To lock a single account on a revision:   1. From the top menu, select Dashboards > Forecasting. 2. Click the property for which you want to add a ...