Manage an existing financial forecast | mc Assetpilot

Last modified: 2026-10-12

Set an active financial forecast

The active financial forecast is the basis for comparison with the actual cashflow. If you have more than one forecast on your asset level, you can change the active financial forecast.

Notes

There can only be one active financial forecast on each asset level.
Only completed financial forecasts can be set as active. For incomplete forecasts, this function will be enabled.

Prerequisites

You are the organization owner, an admin, or a member of all domains or the finance domains. See User groups and permissions.

Steps

Navigate to the asset level of your financial forecast and select the domain tab Forecasts > Manage tab.
For the forecast that should be active, select Set as active financial forecast.

The financial forecast is active now. The active forecast will be taken as basis for the comparison with the actual cashflow.

Duplicate a financial forecast

📗

Example

Duplicate a financial forecast if you only want to change one specific parameter, for example, different feed-in remuneration or increased maintenance costs.

Prerequisites

You are the organization owner, an admin, or a member of all domains or the finance domains. See User groups and permissions.

Steps

Navigate to the asset level of your financial forecast and select the domain tab Forecasts > Manage tab.
For the forecast you want to duplicate, select More options > Duplicate.
The financial forecast is duplicated in the forecasts list.
For the new forecast, select More options > Edit parameters and edit the necessary parameters.

Further actions

Change the active financial forecast if you want your duplicated forecast to be displayed and to be the basis for all cashflow comparisons. See Set an active financial forecast.

Edit a financial forecast

Note

You can not Edit parameters of the active financial forecast.

Prerequisites

You are the organization owner, an admin, or a member of all domains or the finance domains. See User groups and permissions.

Steps

Navigate to the asset level of your financial forecast
Select the domain tab Forecasts > Manage tab.
You have two options to edit the desired forecast:
- In the forecasts list and for the forecast you want to duplicate, select More options > Edit basic data or Edit parameters. Make your adjustments and select Save forecast.
- In the financial forecast’s detailed view, you can also edit the parameters. Scroll to the area Model parameters and select Edit to make your adjustments. Or expand a parameter group, hover over a specific parameter, and Edit it directly.
Make the desired changes.
Select Save.

Your forecast is now updated.

Delete a financial forecast

Note

You can not delete the active financial forecast.

Prerequisites

You are the organization owner, an admin, or a member of all domains or the finance domains. See User groups and permissions.

Steps

Navigate to the asset level of your financial forecast.
Select the domain tab Forecasts > Manage tab.
For the financial forecast you want to delete, select More options > Delete.

The financial forecast is now permanently deleted from the list of forecasts.

Last updated: November 04, 2026