Use the Change Details on Form Tab of Workflow Type Configuration to set the option to update a forecast class at the same time when you load a budget change.
To load the budget change as a forecast, complete the following steps:
On the Navigation menu, click Administration ยป Workflow Type Configuration.
On the Workflow Type Configuration form, click the Change Details on Form tab.
Select the Update the Forecast with the Budget Change check box.
In the Forecast
Class field, click
to display the Class Search
Dialog Box and select the forecast class to be updated.
Delete a budget change request
Customize form elements using the Form Designer
Learn about the Workflow form toolbar