About the Task Manager

Spotlight Forecasting’s Task Manager is the gateway to creating, importing and editing your budget, forecast and scenarios:

  1. 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.
  2. 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

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