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Entering a Forecast for a Region, Practice, or Group

Note:

Note

To enter a forecast for a Region, Practice, or Group (RPG), you must be the owner or have a permission control on the RPG with the Forecast Edit checkbox selected.

Enhanced Services Forecasting

To run a forecast on an RPGAbbreviation of region, practice, group. using Enhanced Services Forecasting:

1. Click the Regions, Practices, or Groups tab.
2. Click Calculate Forecast.
3. View the details on the Forecast Summaries related list in the Forecast Calculation record. For more information on Forecast Summaries, see Forecast Summary Fields.

Classic Services Forecast Entry

There are two ways to manually enter a forecast for an RPGAbbreviation of region, practice, group..

Entering a forecast on the Services Forecasts page

1. Click the Forecasts tab to view the Services Forecasts page.
2. Click the Regions, Practices, or Groups category.
3. Optionally, select a different entry periodA time period which is open for forecast entry on the Services Forecasts page. or summary periodA time period, for example, a quarter, over which forecasts are entered for multiple entry periods on the Services Forecasts page..
4. If you want to view supporting business information, click the Show Worksheet icon on the RPG for which you wish to enter a forecast.
5. If you want to view individual project forecastsA forecast of services revenue entered by a Project Manager or Project Owner for a project or sub-project. in your RPG, click the Show Projects icon.
6. Click Edit.
7. If necessary, use the drop-down list to change which forecast rows can be edited:
1. To enter overall forecast totals for an RPG select Enter Region Total to make the Total Forecast rows editable (assuming that you have permission to edit them).
2. To enter a forecast for a single contributing RPG (that is, excluding forecasts made by sub-RPGs) select Enter Region Contribution to make the This Region, This Practice, or This Group rows editable (assuming that you have permission to edit them).
8. Enter values for each forecast category: you can press TAB to move the entry field to the right and SHIFT+TAB to move it to the left.
   Tip:

   Tip

   

   You must enter a forecast for all forecast categories in order to save. Your administrator can change this behavior using the RequireValues configuration option.
9. Click Save.

Depending on whether you entered a total or contributing forecast, the relevant forecast row will automatically calculate revised figures. For example, let's say you enter a Worst Case of 2,000 USD as a total forecast for your region; in this case, the value of Worst Case for This Region will update so that forecasts for the individual region and the sub-regions equal the total forecasted amount.

Creating an RPG forecast from the object detail view:

1. Ensure that the Include In Forecasting checkbox is selected on the RPG for which you want to create a new forecast.
2. Click New Forecast in the Forecasts related list of the RPG detail page.
3. Complete the fields described in Forecasts Worksheets.
4. Click Save.

The forecast can now be viewed and edited on the Services Forecasts page, assuming you have permissions.

Warning:

Warning

We recommend that you only create one forecast record per entry period for your RPG. You should only edit and override forecasts on the Services Forecasts page to avoid conflicts occurring.

Note:

Note

You can view and edit the detail page for a forecast on the Services Forecasts page by clicking the Show Forecast Details icon.

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