Plan forecasts

Plan forecasts

Part 1: Plan the site
1. Click the Open icon on the toolbar. The Select Form dialog box opens.
2. Type aps planning in the Filter field.
3. Click the APS Planning list item.
4. Click the OK button. The APS Planning form opens.
5. Click to select the Perform Single Site Plan radio button.
6. Click the Plan button. A dialog box opens with the message, “Task Submitted.”
7. Click the OK button.
8. Click the Open icon on the toolbar. The Select Form dialog box opens.
9. Type background task in the Filter field.
10. Click the Background Task History list item.
11. Click the OK button. The Background Task History form opens.
12. Click the Filter in Place icon. Your Planning task displays.
13. Verify the Return Status field displays Task Succeeded. This means the task has completed 
successfully. 
Note: You may need to click the Refresh icon several times.
Part 2: View the results
1. Click the Forecast form tab.
2. Click the first forecast record in the grid. Note the record now displays a value in Projected 
Date field.
Note: you may need to click the Refresh icon.
3. Repeat step 2 for each of the other forecast records in the grid.
4. Close the Forecast form.
5. Click the Open icon on the toolbar. The Select Form dialog box opens.
6. Type planning detail in the Filter field.
7. Click the web.PlanningDetail list item.
8. Click the OK button. The Planning Detail (Filter in Place) form opens.
9. Type [your initials]-DCBT-100 in the Item field.
10. Click the Filter in Place icon. 
11. Click the Maximize button on the grid to display grid view. 
12. Verify that a new PLN record has been created for each forecast record.
13. Click the Window drop-down on the menu bar.
14. Click the Close All list item

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