How do I enable forecasting in Oracle Fusion Field Service?

Use the Set Plan option to modify the plan above or below the forecast by a given percentage. For example, make incremental changes to the plan in response to new information, such as severe weather predictions.

Before you set Forecasting, you must:

• Enable the Recalculate data on a daily basis setting on the Configuration > Business Rules page. This setting is deselected by default for test environments.
• Ensure there has been completed activities on this bucket on past dates. The Set Plan button is available only if a bucket has data for the 'forecasted workload'.

Use this feature to set the plan for the capacity bucket that you have selected.

1. Click Forecasting.

   The Forecasting window opens.

2. Click Set Plan to the set the plan for the desired bucket and date range.
3. Choose the time interval that corresponds to the one you chose in the calendar.
   The Set Plan dialog is displayed, as shown in this screenshot:
   
   This screenshot shows the Demand forecaster with the new plan:
   
   
4. Enter a percent to set the desired difference between forecasting and planned values. The available range is from -100% to 100%.

   For example, if you set the percent to -5, you are setting your plan to 5% less than the forecast. Setting 5% sets the plan to 5% more than the forecast.

5. Select a progressive mode to define how the planned values progress over time. Four mode options are available:

   • Constant: Plan values are calculated as the fixed difference from the forecasting values for the entire period

   • Weekly: Plan values increase by the specified percent on a weekly basis

   • Monthly: Plan values increase by the specified percent on a monthly basis

   • Yearly: Plan values increase by the percent annually

6. Click OK to create or update the plan.