Here is a step-by-step guide on how to create a Grip Group Forecast in Portfolio Forecaster.
To create a new group forecast, select Select Create New from the Home Page or Add New from the Navigation Bar to create a new group forecast.
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Start by giving your Group Forecast a name and a Confidence Level.
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3. In the third step, you will confirm the amount of historical data you would like to use for this forecast.
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In the fourth and final step, you will choose which permissions the chosen user or groups should have.
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A user with Admin Permissions has the permission to Edit and Delete a forecast. A user with View Permissions only has permission to view a forecast.