Configure system settings

Use the System Settings utility to configure settings typically set annually, such as planning type, data scaling, and current year.

NOTE: Only the user assigned to the Rolling Forecast Global Management role will have read/write access to this configuration driver. All other RF Admins may only have Read/Only access if permitted by the administrator.

IMPORTANT: You should not change the forecasting type or the data scaling factor once these are set and in use.

To configure system settings:

  1. In the RF Admin task pane, under Setup, double-click System Settings Utility.
  2. To set the planning option, under Planning Type Selection, select one of the following:
    • Monthly – To forecast on a monthly basis.
    • Quarterly – To forecast on a quarterly basis.
  3. To set the data conversion factor, under Data Options, select one of the following:
    • 1 – Sets a 1 to 1 data scaling factor. This means that the amount used is not scaled. This setting is the default.
    • 1000 – Sets a data scaling factor that divides by 1000. This means that the amount you enter will be divided by 1000.
  4. To set the current fiscal year, under Date Selections, click the calendar icon and select the month and day for the end of the Current Year.
  5. Click Save.