Working with Templates

Templates (*.pxit file type) are an efficient way of creating new forecasts based on existing forecasts. When a new forecast is created from a template, it will contain the same chart of accounts and the same element properties, but no data.

Saving the Template

To create a forecast template:

1. open the existing forecast in Castaway
2. go to File > Save As
3. set the Save as Type to Forecast template (*.pxit)
4. Save the template to an appropriate location
5. (optional) enter a short description for the template

Creating a new forecast from the template

To create a new forecast based on a template:

1. From the Castaway setup screen, click New Forecast from Template. You can also use the file menu... go to File > New > New Forecast
2. navigate to find the template you want to use
3. click Open
4. work through the New Forecast screens to set the forecast up

An alternative approach?

Note that an alternative approach is to simply copy a standard Castaway forecast (*.pxif file type) that has had its data removed. The benefit of this approach is that the new forecast will also contain any dashboards, report formulas and custom report settings that are included in the original forecast.