Editing Plans

The initial generated forecast is referred to as the "baseline forecast," as it is the projection of your current spending. You have the flexibility to make adjustments and add new spending items to this forecast within the plan. To understand this process better, see Making forecast adjustments.

Forecast changes are tracked separately, allowing you to analyze new and modified spending independently from your projected spending. Additionally, you have the option to update or re-generate your baseline forecast at any time, as explained in Update baseline forecast.

Each plan also includes a budget that operates at the same level of cost ownership as the forecast. This alignment enables you to relate budget amounts to the forecast and use them as spending limits for specific cost ownership levels. Budgets can be adjusted independently of the forecast amounts and can be modified by different users. For more information see Setting budget targets.