Prepopulating Forecasts in Batch

To prepopulate forecasts in batch, use these components:

  • Run Prepopulate Forecast Time component (RUN_FC_TIME).

  • Load Third Party Time component (RUN_PC_PC_TO_FC).

Note:

This topic is optional. If you are not prepopulating forecasts, you do not need to complete the tasks that are discussed in this topic.

Pages Used to Prepopulate Forecasts in Batch

Page Name Definition Name Usage

Populate Time Page

RUN_CNTL_FC

Prepopulate forecasts by GL business unit from the prior forecast horizon and from PeopleSoft Resource Management.

Load Third Party Time Page

RUN_CNTL_FC

Load forecast time from a third-party project management tool that is already loaded into the forecast staging table.

Populate Time Page

Use the Populate Time page (RUN_CNTL_FC) to prepopulate forecasts by GL business unit from the prior forecast horizon and from PeopleSoft Resource Management.

Navigation:

Program Management, and then Forecasting, and then Populate Time Forecast

This example illustrates the fields and controls on the Populate Time page. You can find definitions for the fields and controls later on this page.

Populate Time page
Field or Control Description

Select All

Select this option to prepopulate forecast hours for all GL business units.

Load From Prior Forecast and Load Resource Management Data

The options are:

  • Select only Load From Prior Forecast for the Populate Time Application Engine process (FC_HRS_LOAD) to load data from the previous forecast horizon into the current forecast iteration for all horizon periods except the last one.

    The process calculates the hours for the last period of the forecast horizon as the number of remaining forecast hours from the prior forecast iteration minus the total number of hours in the prior forecast horizon's last horizon period.

  • Select only Load Resource Management Data for the Populate Time process to load project and personal time hours in all horizon periods for resources that are managed by PeopleSoft Resource Management.

  • Select both options for the process to load data from the previous forecast horizon into the current forecast iteration for all horizon periods except the last one, and load project and personal time hours in the last horizon period for resources that are managed by PeopleSoft Resource Management.

Select both options to take full advantage of the system's ability to prepopulate forecasts using prior forecasts and schedule data from PeopleSoft Resource Management.

GL Business Unit (general ledger business unit)

Specify one or more business units for which you want to prepopulate forecast hours. This field is available if you did not enable the Select All option.

Run

Click Run for the Populate Time Application Engine process to populate the Forecast Time - Summary page, by resource, for the forecast horizon and rules that are defined on the Forecast Configuration and Program Management Options pages.

Important:

Run the Populate Time process only after completion of the Establish Control and Administer Cache processes. Schedule all three processes in a single run control in this order: 1. Establish Control, 2. Administer Cache, and 3. Populate Time.

Load Third Party Time Page

Use the Load Third Party Time page (RUN_CNTL_FC) to load forecast time from a third-party project management tool that is already loaded into the forecast staging table.

Navigation:

Program Management, and then Forecasting, and then Load Third Party Time, and then Load Third Party Time

Click Run for the Load Third-Party Data Application Engine process (PC_PC_TO_FC) to load data from a third-party project management tool after that data is loaded into the forecast staging table.