Contents

Title and Copyright Information

Preface

• Audience
• Customer Support
• Documentation
• Revision History

1 Getting Started

2 Using Forecasting and Budget

• Manual Forecasts
• Forecast Approval
• Using the Basic View for Forecasts
• Using the Advanced View for Forecasts
• Generating a Manual Forecast
• Changing the Approval Status of a Forecast

3 Configuring Forecasting and Budget

• Forecast Profiles
• Historical Seed Data
• Creating a Forecast Profile
• Assigning a Forecast Profile to an Organization Level
• Assigning Historical Seed Data
• Configuring Forecast Edit Restrictions
• Configuring Forecast Retention
• Configuring Forecast Performance

4 Configuring and Scheduling Events

• Event Definitions
• Calculating Future Impact Using Historical Impact
• Calculating Same Day of Week Impact Using Historical Impact
• Calculating Future Events Using Estimated Impact
• Creating an Event
• Scheduling an Event