Entering Period End Forecasts is used to manually input your data or to populate the forecast with data from your 30-60-90 day forecast that was done in Budgeting. You can also use the Value Wizard and/or the Adjustment Wizard to quickly enter or adjust units and rates.

Note: If you are going to use the 30/60/90 Forecast from Budgeting, you must have completed that process prior to performing this task.

Fields on the Entering Period Forecast screen

Field	Description
Related Tasks	Contains other tasks that are performed or can be performed in this screen. Re-Calculate Profit—Performs the calculations required to update your P&L. Populate Forecast—Populate the cells with previously forecast data. Note: This button is only used the first time you re-forecast a period, or any time the data fields are empty. Once you begin entering data for a period, using this button will cause your data to be deleted and replaced with forecast data. Value Wizard—Quickly enter units and/or rates by day of the week. Adjustment Wizard—Adjust daily rates and daily number of units by amount or percentage from the base value. You may do this by day of week or across the board, by the single period shown on the screen, or all periods.
Display	Select which KBIs you wish to view: Market Segments, Revenue Centers or Other KBIs. Depending on which KBIs you select, other context-sensitive filters may appear which help you to further narrow down what you wish to view.
Show	Select whether you want to view/edit units or rates, or whether you want to view the data totals. Units—Edit the number of units. Rates—Edit the rates. Revenue—View revenue totals. All—Edit units and rates, as well as view revenue totals.
Period	Select the Period for which you want to enter data.
Filters	Narrow down the data. This field is dependent on the choice you made in Display.

Running the Period End Forecast task

There are two ways to enter data for in the Period End Forecast: manually or by using Populate Forecast.

Manually Entering or Editing Data

Select the EPEP tab on the main screen.
Click the link for Enter Period End Forecast.
From the drop-down list, select a Display type.
From the Show drop-down list, select Units, Rates, Revenue or All.
Select a Period.
Narrow the data list by making selections in any filters that may appear.
Locate the field you want to edit and enter the new data.
(Optional) Repeat Steps 4-9 for each period.
Click Save.
Select Re-Calculate Profit from the Related Tasks menu.

About Populating the Forecast

Using the Populate Forecast function, you can import data from your Budgeting 30/60/90 Forecast. In effect, what you are doing is bringing in the "30-day volume dataset" which will be for your current month. For example: In January you are creating a 30/60/90 day forecast for February (30), March (60) and April (90). When you are creating your EPEP for February, you will use the 30-day dataset, which was forecasted from January. At this point, you can modify this dataset without affecting your 30/60/90, as they are completely independent form each other.

Once you have populated the columns or begun entering data for a period, you will not use this button again for that period. Using the Populate Forecast button after you have input data will delete your data and replace it with forecast data.

If you select the Populate Forecast button at any time after you have begun entering data, your data will be replaced by original forecast data and the data you entered will be lost!

If you select a single Market Group and/or Type, only that Market Group and/or Type will be populated. In like manner, if you select one Revenue Center, that will be the only Revenue Center that is populated. To populate all Market Segments or Revenue Centers, you must select All in the respective categories.

Populating the Forecast

Select the EPEP tab on the main screen.
Click the link for Enter Period End Forecast.
Select Populate Forecast from the Related Tasks menu.
Select the dataset you want to use.
Note: If this is the first usage of the year, select Working Dataset.
Select the appropriate Filter by, Market Group/Revenue Center, and/or Type.
Note: The available selections change depending on your filtering selection.
Click OK.

Using the Value Wizard

Use the Value Wizard to quickly enter units and/or rates that vary by the day of the week. The Value Wizard can be used alone or in conjunction with the Adjustment Wizard.

Select Value Wizard from the Related Tasks menu.
Select the appropriate Forecast Period if it is not already selected.
Select a Market Segment/Revenue Center Period/Other KBI as appropriate.
Select Update Units Only, Update Rates Only, or Update Units and Rates.
Depending on the selection you made in Step 4, click in the Units and/or Rates cell to be edited and enter the new data. Continue entering data as needed.
Click Apply.

Using the Adjustment Wizard

Use the Adjustment Wizard to adjust the number of units and/or rates.

Note: You are able to increase/decrease these numbers by either a percentage (Adjust by Percent) or by an absolute dollar amount (Adjust by Amount). The Adjustment Wizard is usually used in conjunction with the Value Wizard.

To use the Adjustment Wizard:

Select Adjustment Wizard from the Related Tasks menu.
Select the appropriate Forecast Period if it is not already selected.
Select a Market Segment/Revenue Center Period/Other KBI as appropriate.
Select either Adjust by Percent or Adjust by Amount.
Depending on the selection you made in Step 4, click in the Units and/or Rates cell to be edited and enter the new data. Continue entering data as needed.
Click Apply.