Configure Forecast Planning page

The Forecast Planning page enables staffing profile managers to create forecast plans for all their projects in a single location. Administrators can configure the display settings for the Forecast Planning page.

Forecast planning parameters

You can modify parameters in the server.conf file to change:

The number of staffing profile positions that appear on a single page
The default units that appear in the Display Options dialog for measurements and groupings.

Forecast planning parameters

The following table lists the forecast planning parameters. Modifying these parameters are optional.

For details about editing the server.conf file, see Administer Project and Portfolio Management.

Parameter	Description
FORECAST_PLANNING_PAGE_SIZE	The number of staffing profile positions that appear on a Forecast Planning page.
RM_DEFAULT_EFFORT_TYPE	The default effort type that appears in the Display Options dialog. The staffing profile manager can change the effort type by modifying the `Measure Effort in` field in the Display Options dialog. Valid values: FTE, hours, person days. Default: FTE.
RM_DEFAULT_PERIOD_TYPE	The default time period section that appears in the Display Options dialog. The staffing profile manager can change the time period section by modifying the `Group Periods by` field in the Display Options dialog. Valid values: week, month. Default: month.
EXCEL_EXPORT_POSITIONS_LIMIT	The maximum number of positions that can be exported to Microsoft Excel on the Forecast Planning page. By default, the value is 2000. Note: When you configure this parameter, consider your performance objectives. If large amounts of data are exported, you might encounter performance issue.

Configure access grants

To access the Forecast Planning page, users must have one of the following access grants:

Resource Mgmt: Edit All Staffing Profiles
Resource Mgmt: Edit Staffing Profiles

For details about access grants, see Get started with the PPM Security Model.