Creating a Forecast Version and Generating Amounts

You can create a forecast version and submit the forecast generation process online to create an organization forecast for a single organization. To perform these tasks online, navigate to either the Budgets and Forecasts page or the Maintain Versions: Organization Forecast page.

You can also submit the forecast generation process as a concurrent program to automatically create a version and generate amounts for one or more organizations. For information on submitting the forecast generation process as a concurrent program, see: Generate Organization Forecasts.

To create an organization forecast from the Budgets and Forecasts page, perform the following steps

  1. Log in using the Self Service Project Resource Management Organization Manager responsibility and choose the Project List menu option.

    Note: The Project List page displays a complete list of projects, including organization projects, based on your authority. To enhance your ability to quickly locate organization projects on the Project List page, create a personalized view that displays only organization forecasts. To create such a view, use an attribute such as the organization forecast project type as a selection filter.

  2. Select an organization project name to open the Project Home page.

  3. Select the Financial tab to open the Budgets and Forecasts page.

  4. Select the Organization Forecast plan type, then choose Create Plan Version to open the Create Plan Version page.

  5. Enter a version name and optionally, a description.

  6. Select Generate, then choose Go.

    For information on creating a forecast version and generating amounts for a single organization from the Maintain Versions: Organization Forecast page, see: Maintaining Forecast Versions.