The projection page is the container that contains the projection spreadsheet.

Getting to This Page

To access the projection page, open the Select Projection dialog box and either choose an existing projection or add a new projection. The projection page for the selected projection then appears.

Note: An historical period must exist for the client in order to create a projection.

Note: You cannot access any projections for a client if the client's historical statement is locked by another user or if the basis period is out of balance.

You have several ways of accessing the Select Projection dialog box:

• Recent flyout: Right-click a client and select Statement Spreads > Select Projection.

• Historical statement page: From the client's Edit Historical Statement page, either click the Projections link at the top of the spreadsheet or click and choose Statement Spreads> Select Projection.

Using This Page

See the About Projections help topic for key conceptual information about application projections.

To print a projection, run an Assumptions report or an Input Form report (click and choose Reports > Run Reports to open the Run Reports dialog box).

To go to a specific cell by line number or account title, choose the Find Account link at the top of the screen, which brings up the Find Account dialog box.

For information about modifying projections, see the Modifying and Deleting Projections help topic.