SpecifyingAdvanced Forecast Method Options

  To Select Advanced Forecast Method options:

1. On Forecast Methods, click Advanced.

2. Optional: Select an Associate Account value is option:

   • Unadjusted

   • Annualized

   • Normalized

3. Optional: Select a Forecast period input values are option:

   • Variable in each period

     Default. Enter different time values in each time period.

   • Constant for all periods

     Enter the same input value in all forecast periods.

   • Equal to the historical average

     Enter a value equal to the historical average.

4. Optional: Select Using grid pricing.

   • Use this option to indicate that the input for this field varies, enabling you to increment or decrement a contract interest rate based on selected criteria. See Forecasting Data Types.

   • Edit Grid

     Click to specify accounts and criteria for grid pricing. See Forecasting Data Types.

5. Optional: Select Spread over another account:

   • Adds the input value to another account's output value to for the actual input.

   • Spread Account

     With Spread over another account, select the spread account.

6. Click OK.

   Note:

   Be sure you are on the Structured tab when you click OK, ensuring the predefined forecast method is entered.