Creating a rolling forecast

A rolling forecast crosses over the fiscal year end as part of the forecasting process. A rolling forecast can have a floating start. Every month the rolling forecast can be extended for the next twelve or more months. You can set up your rolling forecast for less than a twelve-month period.

  1. Click the Home icon.
  2. Select Applications > Financial Applications > Forecast > Data Transfer > Create Forecast.
  3. Click the Rolling Forecast tab.
  4. Click New Forecast Fact Data Load.
  5. Specify this information:
    Configuration Set
    Select a configuration set.
    Forecast Version
    Select a rolling forecast version for the Actual Data.
    Entity
    Select an entity.
    Planning Step
    Select a planning step.
    Actual Data
    Select the actual version to copy into the target periods in the forecast version.
    Add Budget Version
    Click vertical ellipsis icon next to the Actual Data field. Select Add Budget Version and select one or more rolling forecast version from the list.
    Plan Data
    Select the budget version to copy into the target periods in the forecast version.
  6. Click Create Forecast.
    The forecast process copies from the selected versions into the appropriate periods for the forecast version being created.

You can update an existing rolling forecast by clicking the Configure icon next to the forecast you want to update.