Forecasts Integrator
The Forecasts Integrator is available in the Projects Module from version 17.8.0.0. It can be used to view, create, update and delete Project Forecast Versions in Project Portfolio Management module. The Integrator loads data to Oracle Cloud using the supported Oracle ERP Cloud REST Web Services.
The following sections exist in the Forecasts Integrator:
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Forecast Versions: Contains the header details of a Forecast.
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Forecast Planning Options: These are optional columns that can be used in the creation of a Forecast.
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Planning Resources: Task and Resources to be included in the Forecast.
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Plan Lines: Currency and EAC amounts to be entered into the Forecast.
| Section Name | Available Upload Actions | ||||
|---|---|---|---|---|---|
Create |
Create records |
Update |
Update records |
Delete |
|
Forecast Versions |
Yes |
Yes |
Yes |
Yes |
Yes |
Forecast Planning Options |
Yes |
Yes |
No |
No |
No |
Planning Resources |
Yes |
Yes |
Yes |
Yes |
No |
Plan Lines |
Yes |
Yes |
Yes |
Yes |
No |
The following Secondary Actions exist on the sheet where if you specify a ‘Yes’ value, the Integrator will upload the action:
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Refresh Actuals: Refresh actual amounts for project forecast version performs a refresh for the entire forecast version.
Perform a Refresh Actuals only if you are aware of its impact on your forecast version and if it aligns with your established business procedures. -
Approve: Submit the Forecast Version for approval.