Time Periods

To create a new time period, enter the following information:

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.