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 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.
-
Click .
The Forecasting window opens.
- Click Set Plan to the set the plan
for the desired bucket and date range.
- 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:

- 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.
- 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
- Click OK to create or update the
plan.