Bookshelf v8.0: Forecast: Auto-Forecast System Preference

The value of the Forecast: Auto-Forecast system preference determines whether subordinates' forecasts are created, and whether they are rolled up into a manager's forecast when he creates his forecast, as shown in Table 6. The default value is TRUE.

When the Forecast: Auto-Forecast system preference has the value TRUE, a confirmation dialog is displayed to the manager when he creates the forecast, only if one or more of his subordinates have not generated their forecast yet. When the manager clicks OK, forecasts are created for the subordinates. If all the subordinates have already generated their own forecast, the confirmation dialog is not displayed.

However, if the Enforce Forecast Creation user property of the Forecast 2000 - Forecast business component is defined and the user property has the value TRUE, the confirmation dialog is not displayed before the forecasts are created for the subordinates. The Enforce Forecast Creation user property is not defined by default.

Table 6. Forecast: Auto-Forecast System Preference and Forecast Generation
		Behavior of...
Value of System Preference	Status of Subordinates' Forecasts	Confirmation Dialog When Manager Creates Forecast	Forecast Generation	Comments
TRUE	Already created	No confirmation dialog displayed	Manager creates forecast and subordinates' revenues are pulled into manager's forecast	Everything works as expected
TRUE	Not created	Confirmation dialog displayed to manager	If manager clicks Yes in confirmation dialog, forecasts for subordinates are automatically created and their revenues are pulled into the manager's forecast. If manager clicks No, the forecast for subordinates is not created and their revenues are not pulled into the manager's forecast	If the manager clicks No in the confirmation dialog, the forecast status is Incomplete because subordinates' revenue items are not pulled in to the manager's forecast
FALSE	Already created	No confirmation dialog displayed	Manager creates forecast and subordinates' revenues are pulled into manager's forecast	Everything works as expected
FALSE	Not created	No confirmation dialog displayed	Manager creates forecast but subordinates' revenues are not pulled into manager's forecast	The forecast status is Incomplete because subordinates' revenue items are not pulled in to the manager's forecast

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