Refresh the rolling forecast

Step by step

1. Reconcile the closed month FP&A Analyst

   FP&A Analyst validates the posted ledger batch, source cutoff and mappings before the complete Actual snapshot is published. Repeated loads resolve their original identity. No forecast calculation should consume a partly imported month.

   • Publish reconciled actuals
   • Updates Budget lines, Rolling forecasts

2. Submit the next outlook Cost-Center Head

   Cost-Center Head submits the entity’s per-account and per-period forecast detail. Rolling forecast submissions retains its revision and lines snapshot key. Its revenue and cost totals must reconcile to those lines within the declared window.

   • Submit the scoped forecast
   • Updates Rolling forecast submissions, Budget lines

3. Review and accept the submission FP&A Director

   FP&A Analyst reviews Submitted to FPA reviewed. FP&A Director separately accepts FPA reviewed to Accepted. A queue visible to the submitter does not grant either action; changed detail requires a new reviewed revision.

   • Accept the reviewed revision
   • Updates Rolling forecast submissions
   Approvalafter Analyst review

4. Publish the complete curve FP&A Director

   Apply explicitly allocated signed forecast adjustments once to accepted snapshots. Validate and publish all resulting lines under a new forecast identity. A failure preserves the prior published curve, and a new month cannot overwrite a locked outlook.

   • Publish an intact forecast snapshot
   • Updates Rolling forecasts, Forecast adjustments, Budget lines

Cost-Center Head

FP&A Analyst, FP&A Director, CFO, Admin, System.