Forecast edit rules

You can edit the forecast dates of a PM under certain circumstances. For example, you might need to change a forecast date to accommodate a vacation or a plant shut down.

You can edit a forecast date by entering a date in the New Date field. You can enter a New Date for one forecast instance at a time. The New Date, and accompanying comments, remain visible on the Forecast tab indefinitely. You can reforecast by using the prompt message at Save, selecting the Generate Forecast action, or by clicking the Process Pending Reforecast button.

Restrictions as to which dates in a forecast can be edited are as follows:

Other restrictions for editing forecasts include:

You can clear a pending forecast if you want to change a New Date that you entered before the forecast has been regenerated.

Forecast locks

You can lock or unlock a forecast based on your business needs. New dates cannot be entered in a locked forecast. The Lock Forecast Dates and Unlock Forecast Dates actions are available in the Preventive Maintenance application.


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