Forecast Pro Changelog

December 12, 2024 – v8.2.1.4

[NEW FEATURE] Dynamic status assignment for TRAC only
[NEW FEATURE] Threaded, item-level comments for enhanced collaboration
[ENHANCEMENT] Added out-of-sample sections for comparison models when a holdout is applied
[TWEAK] Standardized capitalization for named models, including event models, custom component models, machine learning models, and regression models
[TWEAK] Improved handling of weighting schedules in combination with machine learning models
[TWEAK] Updated QTD and YTD values in the override grid to include historical values for comparison rows
[TWEAK] Adjusted within-sample statistics for mean and standard deviation to use corrected historical data
[FIX] Resolved a bug where overrides made in a child project’s Excel Collaboration row were not imported into the parent project
[FIX] Fixed an issue where heat maps did not display for certain columns
[FIX] Ensured Y-axis values on graphs update immediately when changing units
[FIX] Addressed minor diagnostic graph issues related to Box-Jenkins models
[FIX] Improved handling of hierarchy rearrangement when “discontinue after” modifiers are applied across multiple levels
[FIX] Enhanced caching of archived forecasts to correctly report observation counts in the waterfall tracking report when a new month of history is added

November 12, 2024 – v8.1.4.1

[TWEAK] Various visual improvements to Excel Collaboration
[FIX] Various minor bug fixes to Excel Collaboration

October 4, 2024 – v8.1.3.4

[FIX] Corrects corruption of Excel Collaboration files when updating
[FIX] Adjusts confidence limits for machine learning models with a weighting schedule applied and a holdout

September 26, 2024 – v8.1.3.3

[ENHANCEMENT] Added support for AND/OR/XOR/NOT formula tokens in the override grid
[ENHANCEMENT] Adds support for a new Epicor output integration
[TWEAK] Improves support for reading multiple sparse historic data files in non-transactional format with automatic sorting enabled
[TWEAK] Hierarchy labels are now maintained when updating child projects

September 12, 2024 – v8.1.2.2

[ENHANCEMENT] “Create Child Project” dialog is now resizable to more easily display long hierarchy paths

July 26, 2024 – v8.1.1.19

[NEW FEATURE] Auto Arrange now includes a drop-down for three different tiling modes (Horizonal, Vertical, and Split)
[ENHANCEMENT] Improved error reporting to specify the affected file when there is no match found for external data and item-specific explanatory variables
[TWEAK] Many improvements made to new Compare Forecasts utility
[TWEAK] Changed label in override grid from “Baseline” to “Statistical”
[TWEAK] Modified the Manage Layouts dialog so the selected layout is immediately applied and also removed the “Update” button
[TWEAK] Changes made to how corrected outliers are summed to groups
[FIX] Changes made to the outlier settings used to ignore outliers in beginning and end of history
[FIX] Prevented copying and pasting overrides into a locked node of a child project
[FIX] Override grid values for archived forecasts are refreshed after importing archived forecasts from another project
[FIX] Corrected discrepancy between Tracking Report graph and waterfall report for errors and percent errors for groups where the members of the group have changed

June 13, 2024 – v8.1.1.12

Forecast Pro 100 and Forecast Pro Extended v14 are now available!
[NEW FEATURE] Includes a new Compare Forecasts utility on the Forecasting tab which enables side by side comparison of two forecasting models
[NEW FEATURE] Enables the ability to create a project log file for troubleshooting by editing the INI file to ProjectLog=1 instead of 0
[ENHANCEMENT] Minor improvements to the Croston’s forecasting model
[FIX] Revises Naive Forecasts in FVA reports so that the item-level report matches its global counterpart when the leadtime does not equal 1
[FIX] Automatic updates being triggered on startup made more reliable

April 18, 2024 – v8.0.34.0

[FIX] Improvements made to checks for updates on startup
[ENHANCEMENT] Installing a patch will now update Excel add-in for Excel Collaboration

April 11, 2024 – v8.0.33.0

[TWEAK] Resets holdout to zero when clicking Read & Forecast
[TWEAK] Adjusted sorting of outlier report to be alphabetical
[TWEAK] Changed the yearly totals in the numeric output and item report for safety stocks and seasonal indices to report “NA”
[ENHANCEMENT] Added support for running Project Collaboration via command line with two new parameters \IMPORT (which imports all child projects into the parent project) and \UPDATE (which updates all child projects)
[ENHANCEMENT] Updated online documentation with improvements to its user interface
[ENHANCEMENT] Fine-tuned forecast accuracy for machine learning models with daily data and seasonal simplification for data with a greater than 12 periods per year
[ENHANCEMENT] Includes new checkbox to layout manager to save the project state (hierarchy arrangement and displayed unit of measure) to the layout
[ENHANCEMENT] Improved reliability of installing patches (this may result in the patch installation process running slightly slower)
[ENHANCEMENT] Made improvements to how override row names are handled by Excel Collaboration
[ENHANCEMENT] Incorporates latest updates to Spanish language resources

January 30, 2024 – v8.0.29.0

[FIX] Addresses crash when creating multiple Excel Collaboration files
[FIX] Updates logic for handling conflicting project settings between parent and child projects when using Project Collaboration
[FIX] Corrects a visual flaw in which archived forecasts would appear blank in the override grid after clicking “Refresh All” in the Data Manager
[FIX] Improves handling of item-specific calculated rows in a transactional numeric output report
[FIX] Updates logic for calculating yearly totals in numeric output and item report for specific rows when using custom date ranges
[FIX] Corrects unintended behavior when choosing to “Increment” mapped history when refreshing a mapped history or product mapping data source
[TWEAK] Improves bar graph spacing consistency
[TWEAK] Alters logic for \SET_FH_TO_ZERO modifiers when updating a product mapping file
[TWEAK] \SET_FH_TO_ZERO modifiers are now removed when reading in a product mapping or mapped history file and electing to delete any existing mapped histories
[TWEAK] Alters handling of FVA and Override Reports when using incremental adjustment mode
[ENHANCEMENT] Adds support for importing global explanatory variables via ODBC
[ENHANCEMENT] Updates the Excel Collaboration interface to match Project Collaboration more closely for improved usability
[ENHANCEMENT] Improves support for importing filters in reordered hierarchies
[ENHANCEMENT] Adds startup splash screen
[ENHANCEMENT] Incorporates latest updates to Finnish language resources

December 1, 2023 – v8.0.21.0

[FIX] Improves logic for handling region format settings which use a period as the decimal separator and a semicolon as the list separator
[FIX] Improves automatic update logic when the installation process takes longer than expected
[TWEAK] Adjusts logic for adding child projects via the “Add Child” button in the Project Collaboration interface
[ENCHANCEMENT] Adds ability to link multiple child projects at once using the “Add Child” button in the Project Collaboration interface

November 15, 2023 – v8.0.20.0

[FIX] Improves how DISCONTAFT modifiers are handled across the hierarchy and in child projects
[FIX] Fine tunes the backwards compatibility of projects created with region formats in which a comma is used both as a list separator and a decimal separator
[FIX] Improves visual flaw when hiding columns in reports
[ENHANCEMENT] Adds support for outlier correction with mapped history
[ENHANCEMENT] Incorporates latest updates to Korean language resources

November 9, 2023 – v8.0.18.0

[FIX] Fine tunes behavior when working with product mapping and project collaboration
[TWEAK] Spanish and Portuguese language resources installed automatically

November 1, 2023 – v8.0.17.0

[FIX] Improves automatic updates logic
[FIX] Revises logic to address complications that could arise when adding/removing rows in the override grid using the Options dialog
[FIX] Updates logic for syncing parent and child project settings when clicking “Update Child” in the Project Collaboration interface
[TWEAK] Resets any child baseline forecasts to default baseline when the parent reads in data for a new forecasting period
[TWEAK] Revises child project creation/update to omit override rows for Excel Collaboration and Child Project
[TWEAK] Prevents adding a new override row below Excel Collaboration and above Child Project row
[ENHANCEMENT] Optimizes saving default settings to improve performance when opening projects and updating settings

October 22, 2023 – V8.0.16.0

[FIX] Improves handling when adding/removing rows in the override grid using the Options dialog
[FIX] Improves logic to better handle certain region format settings including those in which a comma is used both as a list separator and a decimal separator
[TWEAK] Adjusts logic for updating child projects with changes to external data files
[TWEAK] Improved handling of discontinued items in child projects

October 5, 2023 – V8.0.14.0

[FIX] Updates logic used to identify which items are associated with a child project
[FIX] Corrects issue with the All radio button on the Export tab when exporting transactional numeric output reports which resulted in a report that may not include all items
[FIX] Addresses issue where formula-based incremental overrides imported from a file which could show up as ERR in the override report
[FIX] Updates logic for handling YTD/QTD totals when using currency values in the override grid
[TWEAK] Fine tunes the “check for updates” logic
[TWEAK] Modifies the Read & Forecast button logic so that the prompt to retain existing overrides is removed and overrides are always retained
[ENHANCEMENT] Performance improvement when importing a large number of child projects
[ENHANCEMENT] Removes the prompt to save a project every time the Project Collaboration dialog box is opened
[ENHANCEMENT] Improved performance of making mass changes in Excel Collaboration files

September 5, 2023 – v8.0.11.0

[FIX] Addresses situations in which child projects could be listed as “Not Found”
[TWEAK] Added logic to cancel creating child projects
[ENHANCEMENT] Altered FVA Global report settings for improved usability