The Enter Projection screen lets you create a new projection for a CAN. The screen shows any existing projections for that particular CAN and budget category.


To Create the New Projection:

  1. Click on the Create New Projection trigger:

  2. Choose the CAN for which you would like to enter a new projection from the "CAN" drop-down list.
  3. At the "Category" prompt, select the desired allocation category from the drop-down. (If you select a different category, the list of existing projections below the enter data fields changes accordingly.)

  4. At the "Month" prompt, select the desired month (or "all" for every month) from the drop-down.

  5. At the "Projected Amount" prompt, enter the dollar amount of the projection (cents are allowed).

  6. At the "Document #", "Vendor", and "Comment" prompts, enter the data, if available.

  7. When ready, click either on the Enter and Return to Main List button, Enter and Add Another button, or Cancel button, as desired.