Program line forecasts can be amended at any time to another forecasting method, providing you with the flexibility to change a forecast during its term.
This article will guide you through:
Accessing forecasting
To access forecasting for a program line:
Step 1: Click on Trading programs in the green banner at the top of the page
Step 2: Click on List in the drop-down menu.
Step 3: Search for and select the relevant trading program, and click on the View program button.
Step 4: Within the trading program, click on the Program lines tab.
Step 5: Select the program line you wish to view the forecast of.
Step 6: Click the ellipses (⋯) next to the program line you wish to view the forecast for and select View forecast from the drop down menu or select View forecast from the bottom popup.
Alternatively, if you are already in a program line’s view or edit page, click on the Forecasting tab to access the same page.
Note: If the Forecasting tab is not available, a channel admin user at your organization will need to provide you with the correct user permissions.
Editing a program line’s forecasting
To edit forecasting for a program line:
Step 1: At the top of the Forecasting tab, click the Edit forecast button.
Note: If the Edit forecast button is not available, a channel admin user at your organization will need to provide you with the correct user permissions.
Step 2: Select the required forecasting method from the drop-down menu.
Step 3: If using Automatic forecasting, within the Program line summary, select the Phasing periods to be used from the drop-down menu.
Step 4: If using Preserve total or Preserve phase spending, edit the values within the Total spend and Phase spending sections where required.
Step 5: Scroll to the bottom of the page to the Notes section, and type a reason for your changes.
Step 6: Click the Save button.
