Creating Practice or Region Forecasts

You can create forecasts for your highest level practices or regions using the out-of-the-box forecast templates. These are then used as parent forecasts for project forecasts.

To create forecasts for practices or regions:

  1. From the Planning Task Launcher tab, click Create Multiple Plans. The Multiple Plan Creation wizard displays.

  2. For Template, select one of the following:

    • "Practice Forecast", if you want to use practices as your parent forecasts.
    • "Region Forecast", if you want to use regions as your parent forecasts.

  3. For Multiple Plan Criteria, select one of the following:

    • "Practice Level 01" if you selected "Practice Forecast" as the template.
    • "Region Level 01" if you selected "Region Forecast" as the template.
  4. Leave the Plan Name field empty. This field contains the prefix added in front of the names of your forecasts. If a flow is configured to automatically link forecasts to practices or regions of the same name, entering a value here causes the flow to fail. For more information about the flow, see Sample Flow to Link Forecasts to Projects or Practices.
  5. [Optional] Enter a common description for all practice or region forecasts.
  6. If appropriate, select values for the Label, Category, and Sub-Category fields that apply to all forecasts.
  7. Click Next. The Configure Criteria Filters page of the wizard displays. This page enables you to define additional filters applied to the dataset when retrieving data from Analytics.

  8. [Optional] Define the dataset filters. To do this:

    1. Search for and select the dimension whose values you want to filter.
    2. Select the operator used when applying the filter. For more information about the available options, see Operators.

    3. Depending on the operator that you selected, do one of the following:

      • If you selected "Equals" or "Does Not Equal", search for and select the values.
      • If you selected "Contains", "Does Not Contain", or "Starts With", enter the value that you want to use.
      • If you selected "Is Null" or "Is Not Null", proceed to the next step.
    4. To add more filters, click Add Filter and then repeat steps a-c.
    5. Select the filter logic you want to use to filter the data from a data source. For more information about the available options, see Filter Logic Options.
    6. If you select Custom Logic, define the logic you want to apply by entering a value in the Custom Logic field. For more information, see Custom Logic.
  9. Click Next. The Configure Template Filters page of the wizard displays. This page enables you to specify values for the editable predefined filters.
  10. Leave the value of the Level 1 filters set to "Opportunities". This is because project data comes from child project forecasts.

  11. Search for and select the time periods that you want to include in your practice or region forecasts.

    Note:

    Depending on how your org is configured, you might have a single Time Period filter or two separate filters, one for Time Period End Date (Year) and another one for Time Period End Date (Month).

  12. Click Next. The Configure Relationships page of the wizard displays. This page enables you to select a parent forecast for the new forecasts.
  13. Click Next. The Setup Multiple Plan Creation page of the wizard displays. This page previews the number of forecasts that will be created and enables you to schedule future executions of the process.
  14. Deselect Schedule.
  15. Click Save. The forecasts are created in a background process. You can monitor its execution from the Asynchronous Process Jobs tab.

After the practice or region forecasts are created, we recommend that you schedule the creation of project forecasts for each practice or region.