Configuring Forecast Types
Adding a Forecast Type
-
From the Administration menu, select Client Relations, select Profile Management, and then select Forecast Types.
-
Click New and complete the following fields:
-
Code: Enter a code for the forecast type (for example TARGET, F&B, ROOMS, and so on).
-
Description: Enter a description for the forecast type code.
-
Manage Translations: (Appears when the Multi Language function under the General group is active.) Select to open the Multi Language descriptions screen and configure a language translation for the description.
-
Sequence: Enter a number that controls the position of this code in listings. Codes without a sequence number assigned are listed in alphabetical order following codes with a sequence assigned.
-
-
Click Save to save and exit or click Save and Continue to save this code and add another.
Editing a Forecast Type
-
From the Administration menu, select Client Relations, select Profile Management, and then select Forecast Types.
-
Enter search criteria and click Search.
-
In the search results, select the code and click the vertical ellipsis and select Edit.
-
Update the configuration.
-
Click Save.
Deleting a Forecast Type
-
From the Administration menu, select Client Relations, select Profile Management, and then select Forecast Types.
-
Enter search criteria and click Search.
-
In the search results, select the code and click the vertical ellipsis.
- Click Delete to confirm.
Parent topic: Profile Management