Before I submit an idea, I wanted to see if anyone else is having this issue, or if it's purely user error on my part. In PFP, when we create a multi-year plan, we add our targets and all is well. However, when creating a forecast on that plan, the targets do not carry over. See screenshots - am I doing something wrong? 

PLAN: 

FORECAST:

Any insight is appreciated. 

@Ngoc Le @Peter Goubert

@Chrystie Lambert

I just tested this out by creating a Budget, setting targets, publishing the targets and then creating a Forecast, base-lining the forecast off of the Budget.  Following those steps the targets carried over.

Are there different steps you are doing?

Thanks,

Rob 

Hi @Rob DeLeo. Those are exactly my steps, and I tested again this morning and it worked. I'm thinking *someone* (not me of course) must have missed the baseline step...thanks for your help!

Glad it worked for you!