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How to do a Top Down Forecast in Bottom Up App

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edited Aug 24, 2023 7:52PM in Planning 10 comments

Summary:


Content (required):

We currently have all our forecasting as bottom up. I was recently asked to do out years at a high level account and entity rollups. What is the best way to do this? Create a business rule to calculate the high level totals in one account? Or maybe create a target version? (I don't know how to do that)

Version (include the version you are using, if applicable):

NS PBCS 23.08.60

Code Snippet (add any code snippets that support your topic, if applicable):

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