Generating Services Forecast Data for All Records On Demand

Typically, a scheduled process runs periodically to generate services forecast data for all eligible records. However, if you cannot wait until the next scheduled execution, you might want to run the process manually.

To generate services forecast data for all records:

1. Do one of the following:

   • From the PSA Administration tab, scroll down to the Services Forecasting section.
   • From the Services Forecast Setup tab, open the active services forecast setup record. If one does not already exist, you must create one.
2. Click Run Services Forecast.

3. [Optional] Select Filter by Region, Practice, or Group. Then, if you want the job to only include projects and opportunities matching a selected RPG Abbreviation of region, practice, group., search for and select the relevant RPG.

   Note:

   Accounts do not respect the RPG filtering because there is no lookup to RPG on the Account object. Projects or opportunities with an RPG that is below the selected one in the RPG hierarchy are included. If you do not select the Filter by Region, Practice, or Group option, all valid projects and opportunities are included when the job is run. For more information on what is a valid project or opportunity, see Prerequisites.

4. Click Run Now.

The process to generate forecast data runs in the background. However, additional processes must run before the data is available in existing forecasts or new forecasts are created. For more information, see Services Forecasting Scheduled Processes.

In addition to generating forecast data, the job automatically performs cleanup steps to delete stale forecast data. If you are filtering by region, practice, or group, only the forecast data that matches the selected region, practice, or group is deleted. For more information, see Built-in Automated Cleanup in Services Forecasting Processes.