Creating a Workbook in Forecasting

Creating a Workbook in Forecasting

To create a workbook, follow the steps given below.

  1. On the home page, click the Create icon ().
  2. Hover over the Forecasting tile and click the Create Workbook button.



    Create Workbook screen is displayed.
  1. Enter the Name for your workbook.

  2. Enter the name in the Project field to create a new project.

    (info)
    Notes    :

    • The workbook is created under the entered project name.
    • You can also type the name of the existing project in the Project field to select the project.
    • Project name is mandatory.
  3. Enter the Description for your workbook.
  4. Review all fields and click Create.



    The workbook is created, and the workbook canvas is displayed.

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