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Repromote a forecast plan

Repromote a forecast plan

If the portfolio forecasted cost has been modified, as the portfolio manager, you can repromote the forecast plan to reflect the changes reflected in the forecast plan.

Before you begin

To repromote a forecast plan for a portfolio, the forecast period for the selected fiscal period must be open.

Role required: it_portfolio_manager

About this task

After creating the portfolio forecast plan, the investment committee reviews the plan. You can decide to modify the forecast plan for the demand and project to implement the changes suggested by the investment committee. The forecast plan can then be repromoted to reflect the changes in the forecast plan.

Procedure

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

Result

The forecast plan is repromoted as the updated plan for the selected forecast period.

What to do next

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