In multiple forecasting, you can select multiple projects at a time and then process forecasting.
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Forecast methods for selected project period can be established only when the last forecast period (one less than current period) is up to date.
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Skipping period forecasting is not recommended.
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Future Exchange Rate Tables calculation are not applicable in Multi Project Forecasting.
Follow the steps below to establish multi forecasting.
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Navigate to Forecasts > Multi Project Forecast.
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In the Project Controller Navigation Register panel, select the required project controller ID.
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On the right-hand side, at the top of the screen, in the toolbar, click the ellipsis to select the required project in the below fields:
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Project Controller - Select the project controller
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(Optional) Project Manager - Select the project manager
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(Optional) Portfolio - Select the portfolio
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Project Period - Select a project period
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(Optional) Project - Select the project
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If required, click the Refresh icon to update the screen.
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In the Forecast Settings panel, select Project Level Forecasting for the projects you want to forecast.
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Click SAVE.
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You can proceed further to establish multi forecasting for the selected projects only when you save the selection.
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The Smart Build projects which have SB_Project_UID defined in the project setup appear as read only. These projects are represented in grey fields.
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