About the Task Manager
Spotlight Forecasting’s Task Manager is the gateway to creating, importing and editing your budget, forecast and scenarios:
- From the dashboard click the Go to Task Manager button beside your organisation’s name. If you are currently in another task, click Finish and go to the Task Manager.
- Click the applicable button to create, import or edit the task you are working on.
Elsewhere in Help Centre:
Create a budget, forecast and scenarios
Enter your budget, forecast and scenario settings
Select a data source
Select which data to use
Customise your budget, forecast and scenario data
Customise your report layout and content