Hello @Austinv Thank you so much for the reply. Sorry @SriNitya is on leave and could not reply. We have tried this in our POC model and it has worked very well. If you can help us with another step to automate this Instead of manually selecting which month will be used for budget/forecast for all 12 months, we would like to create a module and to select the month which will be used and it will get copied. any suggestions to achieve this?
... View more