Forecast 5 User Guide

Forecast 5 User Guide

Contents

Activating Your Forecast 5 License ........................................................................................................3

Having Trouble Activating Your Forecast 5 License? ............................................................................5

MANUAL ACTIVATION: .............................................................................................................................5

ALTERNATIVE ACTIVATION.........................................................................................................................9

Deactivating Your Forecast 5 License ..................................................................................................10

ONLINE DEACTIVATION...........................................................................................................................10

MANUAL DEACTIVATION.........................................................................................................................11

SUPPORT DEACTIVATION.........................................................................................................................12

Automatic Updates ..............................................................................................................................13

RELEASE UPDATES:.................................................................................................................................13

VERSION RELEASES:................................................................................................................................14

User Logins ...........................................................................................................................................16

DEFAULT USER LOGIN.............................................................................................................................16

UPDATING USERS LOGINS .......................................................................................................................17

ADMIN PACK.........................................................................................................................................18

Import and Exporting ...........................................................................................................................21

EXPORTING A FORECAST ..........................................................................................................................21

IMPORTING A FORECAST..........................................................................................................................22

EXPORTING A DATABASE..........................................................................................................................24

IMPORTING A DATABASE .........................................................................................................................26

Admin Pack...........................................................................................................................................28

LIST OF USERS .......................................................................................................................................29

➢ Add Users:.............................................................................................................................29

➢ Update User:.........................................................................................................................30

➢ Delete User ...........................................................................................................................31

LIST OF GROUPS ....................................................................................................................................32

➢ Add Group:............................................................................................................................32

➢ Update Group .......................................................................................................................33

➢ Delete Group:........................................................................................................................34

LIST OF FORECASTS.................................................................................................................................36

Converting your forecast to Forecast 5 ...............................................................................................38

Importing and Exporting Actuals from Forecast 5 ..............................................................................53

EXPORTING ACTUALS..............................................................................................................................53

IMPORTING ACTUALS..............................................................................................................................54

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