# Edit forecast settings

Keep forecasts aligned with reporting cycles by editing the forecast period, managing closed periods, configuring aggregation, and defining how actuals update forecast results.

### Editing forecasts

Go to **Planning**> **Insert Column** > **Manage Measures** and select the edit icon for the forecast measure. 

{% hint style="info" %}
Forecasts can be edited by selecting Edit Measure from the column gripper.
{% endhint %}

* To extend or shorten the open period, select the end period from **Forecast Period**.

<figure><img src="/files/9wnHOSe0kCVx8kbKaof9" alt=""><figcaption></figcaption></figure>

The open forecast is shortened till Q3, and the Q4 forecast is removed.

<figure><img src="/files/z4FUlNS410VnSjreQCbl" alt=""><figcaption></figcaption></figure>

* Use **Closed Period Range** to reopen forecasts. Select the period up to which closed forecasts should be reopened.

{% hint style="info" %}
Select **Reset closed period range** to reopen all closed forecast periods.
{% endhint %}

<figure><img src="/files/9EZHDzjR85v8AH8i0hzw" alt=""><figcaption></figcaption></figure>

The Q2 forecast is reopened.

<figure><img src="/files/UZnxIUKUDCCgf0JGQpDu" alt=""><figcaption></figcaption></figure>

* To change the values used to populate open and closed forecasts, select **Re-configure** and edit the default value configuration.

<figure><img src="/files/O4g1bDJ11GoPaQasRSNX" alt=""><figcaption></figcaption></figure>

### Set forecast aggregation for column totals

When the grand total or subtotal columns are enabled, configure how the forecast measure total is calculated.&#x20;

* Set **Aggregate total** to **All Periods** to calculate the total as the sum of open and closed forecast periods.

<figure><img src="/files/GnNgiEsdSxfBqz9d5Xyd" alt=""><figcaption></figcaption></figure>

* Set **Aggregate total** to **Closed Periods** to calculate the total as the sum of closed forecast periods.

<figure><img src="/files/Wvl5VLYfTFyuJXUdDjTK" alt=""><figcaption></figcaption></figure>

* In the same way, set **Aggregate total** to **Open Periods** to include only open forecasts in the total.

### Control forecast updates from actuals

Define how the forecast responds as actuals are loaded. Choose to replace forecast values with actuals or keep forecast values unchanged.

<figure><img src="/files/l7UTWYv3SmQKCcHs6g8c" alt=""><figcaption></figcaption></figure>

To replace forecasted values with actuals as they become available, the **Closed Period** configuration must be set to **Measure**.

<figure><img src="/files/6gx0jvalggmdd3mvGqZd" alt=""><figcaption></figcaption></figure>

* Choose **Overwrite forecasts** to replace forecasted values with actuals when the forecast for that period is closed.

<figure><img src="/files/hanLz3rFfPcsI9j2ZI7x" alt=""><figcaption></figcaption></figure>

* To preserve forecasted values, choose **Retain forecasts**.

<figure><img src="/files/gQHsWe1eXUDTEFZNRO8Z" alt=""><figcaption></figcaption></figure>

* Select **Retain blank values** to leave empty forecast cells unchanged when the forecast is closed.

<figure><img src="/files/YvztmeiQBLCyaI4s28Wv" alt=""><figcaption></figcaption></figure>

When the forecast is closed, blank values are replaced with actuals unless explicitly retained.

<figure><img src="/files/9JewuDXYHiX8WnMtHeZF" alt=""><figcaption></figcaption></figure>


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