How to make a planning period visible in Forecast

How to make a planning period visible in Forecast

A planning period (formerly allocation project) can also used to define forecast time periods in the future.

How to do this:

  1. A planning period for the intended forecasting period need to be created first

  2. You would then go into that specific planning period setting

  3. Select “Make Planning Period visible for Forecasting”

  4. Click on ‘Update’

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In this case, no baseline date required and these projects are not to be set these as active

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