Supervisor and Project Manager Forecast Reviews

After the forecast is submitted, it can be reviewed by the resource, project manager, supervisor, or administrator. The project manager can analyze project information to anticipate projected costs and revenues. Supervisors can analyze utilization to anticipate supply and demand of resources versus new business and projects.

Supervisor Review

The Review Forecasted Time (supervisor review) page is used primarily to ensure that resources are complying with the requirement that they update their forecasts each horizon period. On this page, the supervisor can:

• View forecasts for resources that are direct reports.

• Unsubmit and modify forecasts until the next forecast collection period begins.

• Modify forecast status.

• Trigger an email reminder indicating to each resource that a forecast is due.

The supervisor is the value in the Supervisor ID field (SUPERVISOR_ID) for the resource in the Job record (JOB) in the HCM database.

Project Manager Review and Approval

The Review Forecast by Project (project manager review) page is used to ensure that forecasts are accurate before they are used by PeopleSoft Program Management for cost and revenue analysis. On this page, the manager can:

• View forecasts by project.

• View a list of resources who have submitted time toward the project.

• View billing rates, cost rates, and total project costs.

• Approve resource forecasts for the project.

A project team is optional. All forecasts in a Pending status are view-only. The project manager cannot edit them until they are submitted by a resource, supervisor, or administrator. After a forecast is submitted, the project manager can edit and approve the forecast.

The project manager is the value in the Project Manager field (PROJECT_MANAGER) for the project in the Project Manager record (PROJECT_MGR) in the Financials database.