Help center

How to add a comment when making forecast changes

How to enter comments and make them required when a certain percentage difference is reached.

You can add a comment when you edit a forecast.

This comment helps make tracking easier and documents why you made this new allocation change.

How to add a comment

When you click the Apply button, a popup form appears so you can set up the allocation.

After you pick the allocation type and the time range, you can add a comment.

Set up the threshold to make entering a comment required

This setting lets you define the maximum gap (Delta) allowed before the comment field becomes required.

You’ll find this option in the menu: Administration > Configurations (Forecasts).

Example :
In this example, if the absolute increment gap goes over 10 %, a comment will be required during increment input.

info icon
If you want the system to require a comment for every data entry, just put 0 (zero) in the Forced Comment field.

When a comment is required, you can’t make any allocation without one.

How do you see the comments that have been added?

Did this answer your question?
😞
😐
😁