Consolidation: Why are there two records with the same name?
Question: Why are there two records with the same name in my consolidation?
Answer: If you have two records of the same name in two different forecasts but they are different record types, they will not be able to be consolidated and Forecast 5 will number the second record as per above.
Consolidation Rules for Forecast 5
In order to successfully create a consolidation in Forecast 5, there are some rules and tips to be followed: Rules The forecasts must all have the same start date and number of years. The forecasts must be in the same state e.g. budget, actuals or ...
Consolidations: An error has occurred while creating/opening the forecast.
Issue: When trying to complete a consolidation, you are receiving the following error: "An error has occured while creating/opening the forecast. If this is a consolidation, please check that all records are named correctly to avoid duplicate record ...
Some records showing no data after consolidating
Issue: When consolidating forecasts, all records import but only the figures from one base forecast is appearing. Cause: The main bank account names are different, causing confusion on consolidating the forecasts. Solution: Update all base ...
Settings: Parameters are not updating my records
Issue: I have changed my parameter defaults under settings and they are not updating the records. Solution: Changing the parameter default for the forecast will not update existing records. It will set these as defaults for newly created records.
Why are my records are greyed out.
Issue: When opening my forecast, my records are all greyed out. Solution: Check that What If mode is not on. You will be unable to edit the records if What If mode is on. Exit What If by unticking Show What If