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 the manager creates the forecast, as shown in the following table. The default value is TRUE.
When the Forecast: Auto-Forecast system preference has the value TRUE, a confirmation dialog is displayed to the manager upon forecast creation, only if one or more of the manager’s 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.
| System Preference Value | Subordinates’ Forecasts Status | Confirmation Dialog When Manager Creates Forecast (Gehavor) | Forecast Generation (Behavior) | Description |
|---|---|---|---|---|
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 |