Creating Project Forecasts for a Practice or a Region On Demand

A scheduled process periodically runs to create project forecasts for a practice or a region. You can manually run this process if you cannot wait for the next execution or if a scheduled job isn't configured for the specific region or practice.

To create project forecasts for a practice or a region:

  1. From the Planning Task Launcher tab, click Create Multiple Plans. The Multiple Plan Creation wizard displays.
  2. For Template, select "Project Forecast (Multi-Plan Process)".
  3. For Multiple Plan Criteria, select "Project".
  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 projects 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 project forecasts that belong to the practice or region.
  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. Define the dataset filter for the parent practice or region. To do this:

    1. Search for and select one of the following dimensions:

      • "Practice Level 01" if your parent forecasts are practices.
      • "Region Level 01" if your parent forecasts are regions.
    2. Leave the Operator field set to "Equals".
    3. Search for and select the parent practice or region.

  9. [Optional] Define additional filters. This can be useful if you want to further restrict the creation criteria. In most cases, you can proceed to the next step. To define additional filters, do the following:

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

    4. 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.
    5. To add more filters, click Add Filter and then repeat steps b-d.
    6. 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.
    7. 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.
  10. Click Next. The Configure Template Filters page of the wizard displays. This page enables you to specify values for the editable predefined filters.
  11. Click Next. The Configure Relationships page of the wizard displays. This page enables you to select a parent forecast for the new forecasts.
  12. Under the name of the parent practice or region forecast, select the scenario you want the new forecasts to roll up to. Typically, this is the Initial scenario.
  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.