Previous step: Starting LivePlan through the Scoreboard
Mapping is a process where you build the framework for your forecast by connecting your chart of accounts with the LivePlan Forecast tool. When you've completed this process, the Forecast will operate as a budget.
This short video shows you how to create your forecast framework through mapping:
Some helpful notes:
- Keep in mind that the actuals you import from your accounting solution will not populate the Forecast tab. Your actuals populate the Scoreboard. We'll talk more about this in the next article.
- You can build your forecast in as much detail as you like. Keep in mind, however, that whenever you can map more than one account together into a single forecast entry, it saves you some work.