Global Drivers tab now includes multilevel configuration
Why use this feature
When configuring the global driver, in addition to creating forecast assumptions at the RFPlanGroup level, you can now add forecast assumptions at an entity and RFGroup level.
How this feature works
What: The assumption selection drop-down list now contains three levels to select from when adding a new forecast assumption in the Drivers tab: RFPlanGroup, Entity, and RFGroup.
Where: This change applies to the Planning Assumptions’ Drivers tab and plan files where the global driver configurations are used.
Who: Only Axiom Rolling Forecasting administrators and analysts with the Rolling Forecast Global Driver Management role can configure the global driver.
How:
-
To open the Drivers utility, in the RF Admin task pane, go to Setup > Drivers.
-
Select a scenario.
-
In the Planning Assumptions utility, select the Drivers tab.
-
Select desired View Options.
-
In the Driver Forecast Assumptions section, click Insert New Forecast Assumption.
-
From the new assumption drop-down, select the driver down to the desired combination level. For example, you can select from the following combination levels:
-
RFPlanGroup and statistic
- RFGroup and statistic
-
Entity code and statistic
NOTE: In the selection lists, RFPlanGroup + statistic combinations are listed first, followed by RFGroup + statistic combinations, followed by Entity code + statistic.
-
- Select from the other remaining driver settings as needed.
- Click Save.
Where to find more information
The following topic in the online help has been added or updated with information and instructions for using this feature:
