PS: Forecast & Budget Screen Navigation

The Context: The Forecast and Budget screens open in a new browser tab and offer enhanced functionality compared to the Classic screens. These are accessed via Forecast > Inputs or Budget > Inputs.

The Data:

Feature/Tab	Function	Key Capability
Month Tab	Main entry screen for monthly totals.	Update Stat, Rate, or Amount. Toggle between accounts using arrows.
Day Tab	Single-day entry for all accounts in a department.	Best for short-term re-forecasting (e.g., next 7 days).
Days Tab	Daily entry for a single GL account for the whole month.	Best for spotting weekend vs. weekday trends. Weekends are bolded.
12 Months Tab	Full year view for a single GL account.	Ideal for budgeting. Includes commentary fields.
Plan Tab	Detailed itemized entry for expenses.	Required for accounts marked "Edit by Plan" in Customize Accounts.
Comparisons	Displays reference data (e.g., Last Year).	Select "Actuals/Defs" to see current performance + future business on books.
Frozen Headers	Locks top rows/left columns while scrolling.	Enabled by default on By Days/By Periods screens.

Limits:

• Locked Data: Actualized days (past dates) appear blacked out/read-only on the Days screen