Legacy- Create and promote a forecast plan
As a portfolio manager, you can re-estimate (forecast) the portfolio budget for future periods based on the actual cost and changed project requirements.
始める前に
注:
The content in this topic is applicable for customers upgrading from a
previous release to Australia. If you are a new customer,
see Scenario Planning for PPM.
- Role required: it_portfolio_manager
- The Portfolio Planning field for the portfolio must be set to Advanced on the Portfolio form.
- The forecast period for the fiscal period must be open to create the forecast plan for a portfolio. For example, the forecast period for FY17: Apr must be open to create a forecast plan in April. The PPS admin can open the forecast period for a fiscal period by navigating to .
- The budget period for a fiscal period must be closed to open a forecast period for the corresponding fiscal period. The PPS admin can close the budget period for a fiscal period by navigating to .
- Only one forecast period can be open at a time.
手順
- Navigate to portfolio workbench and open the portfolio that you want to track.
- Click Promote Forecast Plan under Step 4: Forecasting.
タスクの結果
- The forecast plan for the portfolio is created and promoted for the selected forecast period. You can re-promote the forecast plan, if required.
- A task with the status Pending Approval is created when the portfolio manager promotes the forecast plan. The status of the task is visible in Portfolio Workbench.
次のタスク
- To view the task for the forecast plan, click the Status link. The finance reviews the portfolio forecast plans in the Planning Workbench and approves the plan.
- To view a list of all the promoted forecast plans for the portfolio, click the All Promoted Forecast Plans link under step 4: Forecasting. The promoted forecast plans are listed for all forecast periods.
- After the forecast plan is finalized and no further changes are expected, the forecast period must be closed.