ORMS Configuration Forecast Groups

Note: This topic applies to ORMS ADF11.

The Configuration Forecast Groups Dashboard lets you set up forecast groups used for display and analysis on the Forecast Analysis Dashboard. You can pre-define and set up forecast groups for Market Codes, Source Codes, Channel Codes, and Rate Categories. ORMS will summarize the potential demand and revenue by these forecast groups on the Forecast Analysis Dashboard and let you filter and dissect the data for detailed analysis.

Note: Forecast Groups can be configured at any time before or after Modelization.

Prerequisites

Ensure that the application setting ORMS>Parameter>ORMS ADF11G is set to Y.
Ensure that the application setting>GENERAL>Settings>BASE ADF URL has the correct path for the ADF11 Application, for example: http://specialhoteladf:9003.

Permissions

Users must be assigned the following permissions to access and use this dashboard.

Revenue Management>CONFIG FORECAST GROUPS - Allows users to access and view (only) all configured forecast groups on the Forecast Groups Configuration screen. In addition, users need the following permissions to perform other tasks.
Revenue Management>CONFIG FORECAST GROUPS DELETE - Allows users to delete existing forecast groups on the Forecast Groups Configuration screen.
Revenue Management>CONFIG FORECAST GROUPS EDIT - Allows users to create and edit forecast groups on the Forecast Groups Configuration screen.

Selecting a Property

In a multi-property environment with more than one modeled or pre-modeled property, the Property LOV displays in the Title Bar . Users with access rights and permissions to other properties can select the LOV and choose either the modeled or pre-modeled property they want to work with. The sections on the dashboard refresh data specific to the selected property. In a single property environment or in a multi-property environment where the user has rights to only one property, the property field is read-only.

When a modeled property is selected, both front-end and configuration dashboards will be available.
When a pre-modeled property is selected, only configuration dashboards will be available.
- Users can access other configuration dashboards (if they have permission) and make adjustments that are available prior to modelization.
- Users can view the Verify Configuration screen to see the property configuration status and any warnings.

Forecast Group Configuration

Decide which types of codes you want to use for forecasting and create specific groupings for each code type, assigning existing OPERA codes to the groupings.

orms_adf11_configuration_forecast_groups

Auto Grouping. Auto Grouping functionality analyzes the business over the past 365 days and finds the maximum 19 most used Market Codes, Source Codes, Channel Codes and Rate Categories for transient business. It then creates these 19 groups, using the same name for the code (i.e. one code becomes one group) and adds all other codes into a 20th group called 'OTHERS'.

Select the check box(es) you want used for auto grouping and select the Run Selected Code Type button. An informational note appears that states 'Warning - Running the Auto Grouping Configuration will delete all currently configured data. Are you sure you want to continue?' Select Yes to continue.
When complete, you will have no more than 20 Forecast Group Codes per Type and a one-to-one setup of Forecast Group and applied attribute, except for the groups MC_OTHER, SC_OTHER, CC_OTHER and RC_OTHER, which might contain multiple attributes.
Note: There may be situations where the auto-created number of groups is less than 20 even though there are multiple booking codes used in the "OTHER group. This is the case if less than 19 booking codes were used in the past 365 days.

Code Type. Select the type of codes you want to group for forecasting. When selected, you can create or modify specific forecast groups and assign them existing OPERA codes belonging to that code type. Select the code type of Market Codes, Source Codes, Channel Codes, or Rate Categories.

Forecast Group Codes Grid

This grid displays available forecast group codes for the selected Code Type. You can edit or delete existing forecast groups or create new forecast groups here.

Highlight the Group Code you would like to edit or delete.

Group Code. The code identifying the forecast group.

Description. Description of the forecast group code.

Button Functions

New. Select this button to create a new forecast group code. See Creating and Editing Forecast Group Codes below.

Edit. Select this button to edit the current forecast group code. See Creating and Editing Forecast Group Codes below.

Delete. Select this button to delete the current forecast group code. This data will no longer be used for forecasting on the Forecast Analysis screen.

Creating and Editing Forecast Group Codes

This screen appears when the New or Edit buttons are selected. You may either create a new forecast group or edit an existing one, respectively. The forecast groups can then be assigned the appropriate attributes (codes). See Assigning Attributes below.

Group Code. The code identifying the forecast group. When adding a new Group Code, enter the new Group Code name. When editing, this is read-only.

Group Description. The description of the forecast group code can be changed when creating or editing the Group Code.

Assigning Attributes

After a forecast group has been created for the Code Type, the codes that have been set up in OPERA for the selected Code Type appear in the Attributes Tables. Select the displayed attributes (codes) that you want applied to that forecast group for forecasting. Attributes can be moved between Available and Applied by highlighting the code using the Move, Move All, Remove, or Remove All buttons.

The codes in the Attributes Applied table will be applied to the current forecast group and used for forecasting on the Forecast Analysis Dashboard. Once selected and moved, the attributes are automatically saved.