Time Periods
To create a new time period, enter the following information:
- Time Period. Enter a name for the time period, such as Q1. If you are defining a time period for an existing fiscal year, select the fiscal year from the drop-down list.
- Is Fiscal Year? Select this box if you are defining a fiscal year.
- Start Date. Enter the starting date of the time period.
- End Date. Enter the ending date of the time period.
- Click Save to save the time period; click Cancel to exit the page without creating the time period.
After you create a time period, you can create a schedule to automatically run the forecast for a specific user.
To create a schedule, click Create in the Forecast Schedule sub-panel and enter the following information:
Forecast Start Date. Click the Calendar icon and select the date to run the forecast.
Schedule For. From the drop-down list, select the user for whom you are creating the forecast.
Status. Select Active to run the forecast as scheduled; select Inactive to stop running the forecast.
Cascade? Check this box if you want all the user's direct and indirect reports to receive the forecast as well.
To save the schedule, click Save; click Cancel to exit the page without saving your changes.