Forecast Manager | Forecast Actions

Overview

There are three forecast actions (Fig.1) that can be taken within Forecast Manager:

1. Sync forecast
2. Lock forecast
3. Reset forecast

Sync Forecast

This action is taken after making forecast adjustments (events) in Forecast Manager. Syncing the forecast applies the changes to other consuming Fourth products. In this case, HotSchedules.

• When all forecast adjustments have been made, select Sync

A summary modal will display (Fig.2) showing a day-by-day breakdown of the week being synced — including the new values, previous values, and the calculated change per volume type. Review the full impact before proceeding.

• Review the changes shown in the summary modal
• To proceed, select Sync Forecast

Note: Sync can be triggered from either the daily or weekly view. In both cases, the sync covers the full week and the summary modal displays the complete week's changes.

The adjusted forecast values are then sent and are available and consistent in the core product (HotSchedules), usually within seconds.

The ability to edit forecasting data in HotSchedules will not be possible.

Lock Forecast

This action allows users to create a forecast 'snapshot', which is locked in the database, including a timestamp and user ID for support of future auditing. Once a forecast has been locked, further adjustments are prevented unless it is explicitly unlocked or reset. 

• Use the Forecast Actions drop-down and select Lock Forecast
• To proceed, select Lock Forecast from the pop-up

Once a forecast has been locked, any further adjustments can only be made once it is unlocked, as shown onscreen (Fig.4 & 5).

• To unlock the forecast, use the 3-dot drop-down and select Unlock Forecast

Reset Forecast

When selecting Reset Forecast, a prompt will indicate that the forecast values will be reset to the current system forecast values. 

• To proceed, select Reset Forecast

This is an irreversible action that will remove user-created events.