Add, Copy or Reset MS Level 1 Forecast Sets

Explanation

These activities are used to add two or more level 1 forecasts into one forecast or copy or reset forecasts.

When you add forecasts on level 1, you can include the forecast values from level 0. These values usually come from the corresponding master schedule set on level 0.

When you copy a level 1 forecast from one master schedule set to another, you can copy from only one set at a time. When you copy forecasts on level 1, you can choose to include the forecast values from level 0. These values usually come from the corresponding master schedule set on level 0.

It is also possible to reset the level 1 forecast of one or more master schedule sets. This means that the value of the forecast on level 1 is set to 0 (zero). This activity is useful if you want to refresh the forecasts in a specific master schedule set, i.e., start over from the beginning. When you reset the forecasts for level 1, you can reset the forecast values from level 0. These forecast values usually originate from the corresponding master schedule set on level 0.

Prerequisites

To perform this activity, a master schedule set must be registered in order to add, copy or reset it.

System Effects

• When adding to a forecast set, the values from the selected master schedule sets are added into one forecast. If the target set contains forecast values, these values are included. If there is a master schedule proposal in the target set, it is left unchanged. Only forecast fields are combined.
• When you copy forecasts, all forecast information in the target set is deleted before the forecast is copied. Resetting a forecast set means that the value of the selected forecast(s) is set to zero.
• When you copy forecasts, forecast values of target set can be set to a value less than the consumed forecast. This is only allowed if the Promise Method of MS level 1 part is set to Available to promise.
• When resetting forecasts, if there is a consumed forecast, the forecast record will not be reset if the Promise Method of MS level 1 part is set to Unconsumed forecast.

Window

MS Level 1 Forecast Sets

Related Window Descriptions

MS Level 1 Forecast Sets
Add Forecast
Copy Forecast
Reset Forecast

Procedure

Adding to a Forecast Set:

1. Open the MS Level 1 Forecast Sets window.
2. Populate the window.
3. Select the master schedule sets with forecasts you want to combine.
4. Right-click and then click Add Forecast. The Add Forecast dialog box is opened.
5. In the Site or the Part No field, specify whether you want to merge to a specific site or to a part. Click List to select from available sites or parts.
6. If adding a project master scheduled part set, enter a value in the PNG field.
7. In the MS Set field, enter the master schedule set to which you want to add the forecast. Click List to select from available sets.
8. Select the Copy/Add Level 0 Forecast check box to add forecasts from level 0.
9. Click OK.

Copying to a Forecast Set:

1. Open the MS Level 1 Forecast Sets window.
2. Populate the window.
3. Select the master schedule set from which you want to copy the forecast.
4. Right-click and then click Copy Forecast.
5. In the Site or the Part No field of the Copy Forecast dialog box that appears, specify whether you want to copy to a specific site or to a part. Click List to select from available sites or parts.
6. If copying a project master scheduled part set, enter a value in the PNG field.
7. In the MS Set field, enter the master schedule set to which you want to copy the forecast. Click List to select from available sets.
8. Select the Copy/Add Level 0 Forecast check box to copy forecasts from level 0.
9. Click OK.

Resetting a Forecast Set:

1. Open the MS Level 1 Forecast Sets window.
2. Populate the window.
3. Select the master schedule set(s) which has forecast(s) you want to reset.
4. Right-click and then click Reset Forecast.
5. In the Site or the Part No field of the Reset Forecast dialog box that appears, specify whether you want to restore forecasts for a specific site or for a part. Click List to select from available sites or parts.
6. If resetting a project master scheduled part set(s), enter a value in the PNG field.
7. Select the Reset Level 0 Forecast check box to reset forecasts from level 0 as well.
8. Click OK.