Disable Automatic Projection
How to reflect only actual investments in the Fund Forecasting model
By default, Fund Forecasting's methodology is as follows:
Actual deployed or planned capital is assumed to perform as per the actual investments you have defined in the Investments section.
Un-deployed capital is assumed to perform as per the original construction plan, i.e., the performance of your Allocations in the Construction Wizard.
These two pools of capital are blended together to come up with the Current Forecast.
Disabling automatic projection in the Current Forecast only
Go to Construction Wizard > Allocations
Click on Disable Automatic Projections on the right corner of the window
Click OK
Fund Forecasting will now no longer project any future investments on its own; only actual investments will be included in the Current Forecast. The original Construction Forecast will remain unchanged.
Disabling automatic projection for both the Current and Construction Forecasts
Go to Construction Wizard > Allocations.
Delete all your Allocations.
Click Complete.
Please note in this configuration, the Construction Forecast is meaningless. The Current Forecast will be populated on the fund's dashboard and only reflect the performance of actual investments.