There are two ways to duplicate your Forecast:

A) From your Forecast

1. Click on the hamburger menu located beside your current Forecast name, and then click on the share icon.

2. Expand the 'Select a user' field and click on 'Add New'

3. Enter the credentials of the new user and select the user type.

NOTE: There are two different types of users in Dryrun:

Forecast User will have access to the shared forecast but will not be able to share. We recommend using this type of user for external users, whether they are clients or members outside of your organization.

Teams User will be able to share the forecasts with other users you manage. We recommend selecting this type of user for internal users or members of your organization.

4. Click on the drop-down menu to select the level of permission for this user, as well as which scenarios you would like to share.

NOTE: You can choose to include or exclude different scenarios, and you also have two different types of permissions:

Read & Write will allow the user to make changes to the scenarios you give them access to.

Read Only will NOT allow the user to make changes to the scenarios you give them access to.

Make sure you click 'Share.'

5. The user you added will then receive an email inviting them to create their own Dryrun account. You can also send a secure link to the Forecast.

B) From your Forecasts Dashboard

1. Click on the 'Forecasts' button at the top-right corner of the page to take you to your Forecasts Dashboard. From there, click on the hamburger menu beside the Forecast you wish to share.

2. Click on 'Share' and repeat steps 3-5 from above.

Need more help?

Book some one-on-one time with a member of our team here: https://calendly.com/katherineschraeder/dryrun-onboarding

Otherwise, feel free to message us via chat or at hello@dryrun.com!