In this lesson we will be looking at three tools designed to help you use Forecast Pro more efficiently.
First, we will explore using Hot Lists. Hot Lists allow you to define and work with subsets of your data.
Second, we will examine some sorting and filtering capabilities that allow you to customize multi-item report views.
Finally, we will see how defining layouts allows you to save and return to customized reports and views.
If you are using a Collaborator license: the next section describes operations that are not supported. The first step in a Collaborator session is to open a forecast project that was created by someone using a Forecaster license. Select Open on the Startup page and open the project Tutorial – Advanced Navigation then skip the next section and proceed to Working with a Hot List.