Understanding Services Forecasting

This topic lists prerequisites and provides an overview of:

• Business units in Services Forecasting.

• Forecasting roles and security.

• Forecast configuration options.

• Project forecast options.

• TRCs and task categories.

• Forecast control.

• Forecast prepopulation.

Note:

The forecasts in this topic refer to only the Services Forecasting feature, not the Estimate at Completion forecast.

Prerequisites

Ensure that you have met these prerequisites before you use the Services Forecasting feature:

• You must implement PeopleSoft Expenses if you want to capture actual time to compare actual utilization to forecast utilization.

• You must implement PeopleSoft Resource Management to prepopulate forecasts with resource schedule information.