Yes, you can
Yes, the main forecast or a scenario can be saved as 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.
📝 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.
Saving from the forecasting grid
From within forecasting, you can:
📝 Note: The 'Replacement Options' in the screenshot above will only appear if you have imported an existing budget from your source accounting system or Excel. They will not appear if there is no existing imported budget or the budget is already sourced from the forecast.
Saving from the company's Settings
You can also save your forecast as your budget from within 'Step 1 - Update Data' of your company's Settings. To do this:
Additional knowledge & common questions: