Here is a step-by-step guide on how to create a Group Forecast in Portfolio Forecaster.
Select Create New from the Home Page or Add New from the Navigation Bar to create a new group forecast.
Start by giving your Group Forecast a name and a Confidence Level.
2. The second step is about defining what you would like to forecast.
3. In the third step, you will confirm the amount of historical data you would like to use for this forecast.
In the fourth and final step, you will choose which permissions the chosen user or groups should have.
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.