We use rolling forecasts, once a year. never thought of using named sets to update the template. Something I will try next year.
We use a mix of named sets to create various forecasts reports. Currently we have a “rolling” forecast set up to capture real time capex projected spend. This allows us to alter future spend taking into account actuals and without changing the budget. We also have a rolling forecast to project revenue by contract which can be filled out monthly or quarterly. This allows us to get a picture of actuals vs budget and forecast vs budget.