Marked content is Forecast Pro TRAC only

The Navigator’s context menu provides a convenient way to build a Hot List, apply forecast modifiers, control the display of the Navigator tree, and rearrange the hierarchy. 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).

Delete Overrides From allows you to delete overrides from the selected item and/or the selected item’s descendants. By default, Forecast Pro will delete overrides from all override rows. If you want to delete overrides from specific override rows, select Delete Overrides From > Custom.

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 the available forecasting options and supported forecast modifiers.

[TRAC] The Hierarchy > Reorder option is used to “shuffle” (rearrange) the hierarchy displayed on the Navigator. Reading data into Forecast Pro establishes the default hierarchy. If the default hierarchy contains 4 levels, the notation 1-2-3-4 is used to represent the default state. Selecting Reorder opens a dialog to redefine the hierarchy by moving the currently selected level “up” or “down” one level. For example, promoting level 3 of a 4-level default hierarchy, would change the displayed hierarchy from 1-2-3-4 to 1-2-4-3. Hierarchy > Restore Default converts the currently displayed hierarchy back to the default hierarchy. You may also access the Reorder the Hierarchy dialog by clicking the Reorder Hierarchy icon on the Operations tab.

[TRAC] Hierarchy > Set Pareto Level is used to define the hierarchy level for Pareto analysis. If you select this, the hierarchy level for the selected item will be used as the “Hierarchy level” on The Pareto Tab in the Options dialog box.

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 Create Helper in Customizing Your Forecasts for details on creating helper variables.

If you select a helper variable on the Navigator, you can use the Helper Variable > Delete option to delete it from your project.