The Navigator’s context menu provides a convenient way to build a Hot List, apply forecast modifiers and control the display of the Navigator tree. Most of the options are self-explanatory, however a few warrant some explanation.
The options under Add to Hot List are used to copy items onto the current Hot List (the Hot List is described in the next section). Children, Parents and Siblings refer to one level down on the current Navigator branch, one level up on the current branch and the same level on the current branch, respectively. On the Analysis submenu, Overrides refers to items with direct overrides and Affected refers to items with indirect overrides (i.e., items where a direct override elsewhere in the hierarchy changed the item’s forecast).
The options under Forecasting are all used to apply forecasting models and specify forecast modifiers. The most commonly used modifiers can be applied directly using the menu options. The less commonly used modifiers can be entered from the keyboard using the Custom Modifier option. All forecasting-related functionality on the Navigator’s context menu is also available on the Forecasting tab. Please consult Customizing Your Forecasts for details on available forecasting options and supported forecast modifiers.
The Helper Variable>Create option is used to access the Create Helper Variable dialog box. This utility allows you to create helper variables based on your current Navigator selection. You may also access the Create Helper Variable dialog box from the Forecasting tab. Please consult Helper Variables in Customizing Your Forecasts for details on creating helper variables.