Understanding Integration with the Services Forecasting Feature

This section lists prerequisites to integrating PeopleSoft Resource Management with the Services Forecasting feature:

• Set up forecast capture business units in PeopleSoft Program Management.

• Map non-assignment task categories to time reporting codes.

The information that the Services Forecasting feature collects and analyzes enables you to make decisions about recruiting, project profitability, productivity, new business, and company finances. You can anticipate utilization for one or a group of employees, compare forecasted utilization to actual utilization or actual capacity, and anticipate costs and revenue for a project.

PeopleSoft Resource Management resource schedules can be used—along with the previous forecast—to automatically pre-populate resource forecast horizons. You can pre-populate forecasts at the beginning of each forecast iteration for all, one, or selected GL business units. The pre-population process loads schedules for assignments that have a status of Pending Approval, Assigned, or Reserved, regardless of the task category. Appointments on resource schedules are loaded to the associated time reporting code.