Managing Curves for Forecast Calculations

For more information on forecast curves, see About Forecast Curves.

Creating Forecast Curves

To configure the curves to be used in forecast calculations:

  1. Select the Forecast Curves tab.
  2. Click New.
  3. Complete the fields described in Forecast Curve Fields.

To add points to the curve you have created:

  1. Click New Forecast Curve Detail to add a point on the curve in the form of a Forecast Curve Detail record.
  2. Complete the fields described in Forecast Curve Detail Fields.
  3. Repeat as required to add more points to the curve.
  4. Click Save.

Defining Forecast Curves on Opportunities and Projects

You can run forecast calculations on an opportunity or on the unscheduled backlog on a project.

To set the curve to be used for forecast calculations on an opportunity:

  1. Select the Opportunity tab and click on the opportunity.
  2. Select the curve you want to use from the Forecast Curve field. The time delay, or lag, used on the curve is based on the Close Date for the opportunity.
  3. Click Save.

To set the curve to be used for forecast calculations on the unscheduled backlog for a project:

  1. Select the Project tab and click on the project.
  2. Select the curve you want to use from the Forecast Curve field. The time delay, or lag, used on the curve is based on the day the calculation is run.
  3. Click Save.

See How Enhanced Services Forecasting Calculations Work for detailed information on forecast calculations.

Setting Default Forecast Curves

Warning:

It is important to set up default curves for projects and opportunities. If a forecast curve is not defined on an individual project or opportunity and there is no default curve set up, the forecast calculation will fail.

To specify the default curves to be used for opportunities and projects:

  1. Select the Forecast Setup tab.
  2. From Default Opportunity Curve and Default Project Curve, select the curves you want the forecast calculation to use when no curve is defined on an individual opportunity or project. If you have not created any default curves yet, click Create Curve.
  3. Click Save.