Opening Rolling Forecasting plan files

The forecast data for each RFGroup is maintained in plan files, which take the form of workbooks. The plan files include a series of tabs, each with its own purpose. You access file groups from the Plan Files section of the Rolling Fcst task pane.

The plan file opens on the Summary tab upon creation; however, it may open on different tabs depending on where the plan was active on the last save.

To open Rolling Forecasting plan files:

1. In the Rolling Fcst task pane, in the Plan Files section, double-click Open Plan Files.

   

2. In the Open Plan Files for Rolling Forecast dialog, select the plan file to open, and click OK.

   

The workbook contains multiple tabs, which are covered in the following topics:

• RFPlan tab
• Summary tab
• Charts tab
• Forecast tab
• Notes tab
• RFInitiatives tab
• Forecast History tab