Setting forecast years in a Threshold project

Use this option to configure a driver to include a forecast between three and ten years of projections.

To set forecast years in a Threshold project:

  1. Create a Threshold capital project or open an existing project.
  2. Click the Financial tab.

  3. In the Financial Inputs sub-tab, click the gear icon on the right side of the page.

  4. In the Settings dialog, do the following, as needed:

    Option Description
    Integrated Financials

    • To include the results in the Balance Sheet and Financial Statements sheet, from the drop-down, select Yes.

      NOTE: This is set to Yes by default.

    • To exclude the results from the Balance Sheet and Financial Statements sheet, from the drop-down, select No.
    Pro Forma Start Year

    Select the year the project will start.

    IMPORTANT: If the plan file includes additional Financial Input sheets, the system displays a warning message that you need to refresh each additional Financial Inputs tab that was added to the plan file. For more information, see Refreshing additional Financial Input sheets.
    Input Years The default input years for the project based on the template configurations set up by your organization.
    Input Years To change the input years, from the drop-down, select a number.
  5. Click OK.
  6. After making your changes, in the upper right corner of the page, click Save.