Scheduling the Process to Update the Services Forecast Plans Dataset

You can schedule the process to update the Services Forecast Plans dataset with the latest data available in your forecasts. This dataset is then combined with the Services Forecast Live dataset in the Services Forecast Reporting dataset, which is in turn used to power dashboards. For more information, see Services Forecasting Datasets.

To schedule the process to update the Services Forecast Plans dataset:

1. From the Planning Task Launcher tab, click Send to Analytics. The Send to Analytics wizard displays.
2. In the Filters panel, for Output Data Source, select "Services Forecast Plans". This ensures that all forecasts are processed when updating the Services Forecast Plans dataset.
3. Click Apply. The Plans table refreshes to display all your forecasts.
4. Click Next. The Select Settings page of the wizard displays. This page enables you to schedule future executions of the process.

5. Define the schedule for future executions of the process. To do this:

   1. Ensure that Schedule is selected.

   2. For Schedule Frequency, select one of the following:

      • Hourly: if you want the process to run every hour.
      • Daily: if you want the process to run once every day.
      • Weekly: if you want the process to run on specific days of the week. You can then select the days.
      • Monthly: if you want the process to run once every month. You can then select a monthly method to determine on which day of the month the process runs.
      Depending on your selection, additional options might be available. More information

      Schedule Process Additional Fields

      Field	Description
      Sun, Mon, Tue, Wed, Thu, Fri, Sat	Only available when "Weekly" is selected as the frequency. Determines whether the process runs on the specific day of the week. For example, if you select Mon, the process runs each Monday at the specified start time.
      Monthly Method	Only available when "Monthly" is selected as the frequency. Determines how to calculate the day of the month when the process runs. The following options are available: "Last Day of Month". Note that this is the last calendar day of the month. If a month ends on a Saturday, the process runs on that day. "Date" "Day of the Month" "Days Before Month End"
      Day of the Month (number)	Only available when "Date" is selected as the monthly method. Determines the date on which the process runs each month. For example, if you enter 15, the process runs on the 15th of each month.
      Day of the Month (picklist)	Only available when "Day of the Month" is selected as the monthly method. Determines on which occurrence of the day selected in Day of the Week the process runs.
      Day of the Week	Only available when "Day of the Month" is selected as the monthly method. Combined with the value selected for the Day of the Month picklist, determines on which occurrence of the day the process runs. For example, if you select "Last" and "Friday", the process runs on the last Friday of each month, regardless of date.
      Number of Days	Only available when "Days Before Month End" is selected as the monthly method. Determines how many calendar days before the end of each month the process runs. For example, if you enter 3, the process runs on January 28, February 25 (non-leap year), March 28, April 27, and so on. Note: If you set this to 1, the process runs on the day before last of each month. If you want to run the process on the last day of each month, use the "Last Day of Month" method.

   3. For Schedule Start Time, select the preferred hour when you want the process to run.

      Note:

      Only the hour part of your selection is used, the minutes are ignored. This is because the system checks for scheduled processes every hour on the hour and then executes them. If multiple jobs are found for the same hour, they are grouped and chained, running sequentially.

6. Click Save. The Services Forecast Plans is updated with the latest forecast data each time the process runs. You can monitor its execution from the Asynchronous Process Jobs tab.