Creating a rolling forecast version

You can create a rolling forecast that is based on an existing version or you can create a rolling forecast independently. If you base a rolling forecast on an existing version, some options are inherited and you cannot edit them.

  1. Click the Home icon.
  2. Configuration Set Definition
  3. Select Business Configuration > Configuration Set-specific Settings.
  4. Perform one of these actions.
    Option Description
    Click the budget or fiscal forecast version on which to base the forecast and select New Rolling Forecast. Creates a rolling forecast that is based on the selected version.
    Click the configuration set in which to create the forecast and select New Rolling Forecast. Creates an independent rolling forecast.
  5. Specify the name of the version in which to store the data.
  6. Activate the dimensions to include in the forecast.
    If the forecast is based on an existing version, you can deactivate dimensions that are active in the existing version. But you cannot activate other dimensions.
  7. Click the Time Scope tab.
  8. Select the forecast level for each period in the configuration set.
    If the forecast is independent, you can click Add New to add a level for each period in the configuration set.
  9. Select the starting and ending periods.
    If the forecast is based on an existing version, you can select only the end date.
  10. Select the number of periods of actual data to include in the forecast.
  11. Click the Entities tab.
  12. For each entity to include in the forecast, click Not Set in the Currency column and select the currency to use, then activate the entity.
    If the forecast is based on an existing version, you can only activate or deactivate entities that are selected in the existing version.
  13. If the configuration set includes organizations, click the Organizations tab and select an entity.
  14. For each entity, activate the organizations to include in the forecast.
    Note: If the forecast is based on an existing version, you can deactivate organizations but not activate new ones. If you deactivate an organization, you cannot reactivate it.
  15. Click Finish.
    The new dimension is shown in the left pane.
  16. Set the fiscal forecast version to complete. A version must be complete for it to be used for planning.
    1. Click the fiscal forecast version and select Show Details.
    2. Select Configuration Completed.