FAQ: Can I save my forecast as a budget?

FAQ: Can I save my forecast as a budget?

Yes, the main forecast or a scenario can be saved as a an individual company’s full budget or as part of a company’s budget. There are two ways to save your forecast as the company budget in Fathom.

From within forecasting, you can:

1. Go to the main forecast grid

2. Click on the bolded ‘Forecast rolling from’ date in the upper right corner of the header

3. Select ‘Save forecast as budget’

4. A menu will pop up where you can choose to save the main forecast or a scenario forecast as the budget. You can also choose to replace the existing budget entirely or partially.

You can also save your forecast as your budget from within ‘Step 1 - Update Data’ of your company’s Settings. To do this:

1. Go to the ‘Budget’ section in ‘Step 1 - Update Data’

2. Select ‘Add to budget from forecast’

3. Choose to save the main forecast or a scenario forecast as the budget. You can also choose to replace the existing budget entirely or partially.

❗Note: You cannot save the forecast of a consolidated group as the group's budget. Instead, the budget for the consolidated group will always roll-up from the underlying entities in the group.