Forecast Scheduling

Hey there! We've added a small but mighty new feature to Portfolio Forecaster - Forecast Scheduling - here’s what you need to know. 👇

1 What is Forecast Scheduling?
2 Why Use Forecast Scheduling?
3 How it works
- 3.1 How to set it up - Step-by-step guide
- 3.2 Tips & tricks from the team
4 Frequently Asked Questions
5 Related Articles

What is Forecast Scheduling?

Forecast Scheduling allows you to automate the generation of forecasts for your projects or teams. Instead of running forecasts manually, the admins of a forecast can now set up a schedule so that your forecasts are updated automatically every weekend - helping you and your stakeholders always stay up to date.

Why Use Forecast Scheduling?

Save Time: No more manual forecast runs - let the system do it for you.
Stay Current: Always have the latest forecast data ready for your weekly meetings or reports.
Reduce Errors: Automated scheduling ensures forecasts are run consistently, reducing the risk of missed updates.

How it works

Only admins of a group forecast can turn the scheduling on and off.
Everyone who can view the group forecast gets automatic updates.

How to set it up - Step-by-step guide

Go to your forecast: Navigate to the group forecast you want to schedule.

Open the scheduler: In the top right corner, click the three dots and then ‘Schedule Forecast’. This will open a pop-op window with the scheduler.

Turn the scheduler on: Click the toggle to ‘Enable weekly forecast generation’. This will make the forecast run automatically every weekend (sometime between Friday evening to Sunday evening).

Save: Press save. A text will appear that states when the next forecast will be generated.

Finish: Close the window by clicking the cross, ‘cancel’ or just somewhere outside the popup window.

Done! Your group forecast is now scheduled to run every weekend!

Tips & tricks from the team

Verify results: After the scheduled run, compare the new forecast with previous results to ensure everything is working as expected.
Keep data updated: Make sure your stories and epics are up to date for the most accurate forecasts.
Communicate changes: Let your team know when forecasts are scheduled to update, so everyone is aligned.

Frequently Asked Questions

Who can set up forecast scheduling?
Only forecast admins can configure scheduling for a group forecast.

Can I schedule forecasts more frequently than weekly?
Currently, scheduling is limited to a weekly frequency. More flexible options may be available in future updates.

Will I be notified when a forecast is updated?
Notification options are planned for future releases. For now, check your forecast after the scheduled run. The date the forecast was run is displayed at the top, below the name of the Forecast you are viewing.

If you have any questions, please submit them to our help desk.