Legacy- Repromote a forecast plan

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • If the portfolio forecasted cost has been modified, as the portfolio manager, you can repromote the forecast plan to reflect the changes reflected in the forecast plan.

    Antes de Iniciar

    Nota:
    The content in this topic is applicable for customers upgrading from a previous release to Australia. If you are a new customer, see Scenario Planning for PPM.
    • Role required: it_portfolio_manager
    • To repromote a forecast plan for a portfolio, the forecast period for the selected fiscal period must be open.
      Nota:
      The PPS admin can also open and close the forecast period for a fiscal period by navigating to Project Administration > Open/Close Forecast Periods.

    Por Que e Quando Desempenhar Esta Tarefa

    After creating the portfolio forecast plan, the investment committee reviews the plan. You can decide to modify the forecast plan for the demand and project to implement the changes suggested by the investment committee. The forecast plan can then be repromoted to reflect the changes in the forecast plan.

    Procedimento

    1. Navigate to portfolio workbench and open the portfolio that you want to track.
    2. Click Re-promote Forecast Plan under Step 4: Forecasting.

    Resultado

    The forecast plan is repromoted as the updated plan for the selected forecast period.

    O que Fazer Depois

    • To view a list of all the promoted forecast plans for the portfolio, click All Promoted Forecast Plans link under step 4: Forecasting. The promoted forecast plans are listed for all forecast periods.
    • After the forecast plan is re-promoted and no more changes are expected, the forecast period must be closed.