Re-promote a forecast plan

If the portfolio forecasted cost has been modified, the portfolio manager can re-promote the forecast plan to get the changes reflected in the forecast plan.

Before you begin

Role required: it_portfolio_manager

The forecast period for the selected fiscal period must be open to re-promote a forecast plan for a portfolio.

About this task

After creating the portfolio forecast plan, the investment committee reviews the plan. The portfolio manager can decide to modify the forecast plans for demand and project to implement the changes suggested by the investment committee. The forecast plan can then be re-promoted to get the changes reflected in the forecast plan.

Procedure

Do either of these steps:
OptionSteps
From the portfolio workbench Click Re-promote Forecast Plan under Step 4: Forecasting.
From the portfolio form
  1. Navigate to Project > Portfolios > All.
  2. Open the portfolio, and click the Create/Revise Forecast Plan related link.
  3. Select the fiscal year from Fiscal Year choice list, and click OK.

Result

The forecast plan is re-promoted as the updated plan for the selected forecast period.

What to do next

Once the forecast plan is re-promoted and no more changes are expected, the forecast period must be closed.