The Forecasts Integrator can be used to view, create, update and delete Project Forecast Versions in Project Portfolio Management module. The Integrator loads data to Oracle Cloud using the supported Oracle ERP Cloud REST Web Services.
The following sections exist in the Forecasts integrator:
· Forecast Versions: Contains the header details of a Forecast.
· Forecast Planning Options: These are optional columns that can be used in the creation of a Forecast.
· Planning Resources: Task and Resources to be included in the Forecast.
· Plan Lines: Currency and EAC amounts to be entered into the Forecast.
Section Name
Available Upload Actions
Create
Create records
Update
Update records
Delete
Forecast Versions
Yes
Yes
Yes
Yes
Yes
Forecast Planning Options
Yes
Yes
No
No
No
Planning Resources
Yes
Yes
Yes
Yes
No
Plan Lines
Yes
Yes
Yes
Yes
No
The following Secondary Actions exist on the sheet where if you specify a ‘Yes’ value, the integrator will upload the action:
· Refresh Actuals: Refresh actual amounts for project forecast version performs a refresh for the entire forecast version.
Caution: Perform a Refresh Actuals only if you are aware of its impact on your forecast version and if it aligns with your established business procedures.
· Approve: Submit the Forecast Version for approval.
Navigate to the sections below for instructions on how to use the integrator.
