A forecast does not have to be applied all at once. Use Review and apply to review related changes together and apply selected approved groups. Other groups can remain for a later decision.

Before you begin

Reviewing and applying changes require the Manage workforce forecasts permission plus the permissions and approvals of each area you want to change. A Forecast permission alone cannot authorize a position, staffing, Budget or compensation change.

You can look back at past changes only where your current permissions allow it. If a group includes private information you cannot view, its details may be hidden, including when work has stopped. The information is still saved. Keep private pay information out of general forecast names and group titles.

Review a revision

  1. Wait for the forecast’s calculation to finish.
  2. Review the proposed values, targets, effective dates, reasons and monthly effects.
  3. Submit the current version of the forecast for review.
  4. Complete the approvals required for each group’s Position, staffing, Budget or compensation changes.
  5. Resolve conflicts or missing information before applying the changes.

Approval applies to the version of the forecast that was reviewed and its results. Editing a proposal or changing the approved information it relies on can require another review. Forecast management does not replace the permissions or approvals of the area receiving the change.

Apply selected changes

Open an approved group and choose Apply these changes. Review the confirmation and effective dates before continuing.

Related changes in the group are saved together. Check that the group shows Applied before treating it as complete. Groups completed earlier remain saved if another group cannot finish. Retrying the same action does not save the same changes twice.

Applying a future change saves it with its effective date. It does not necessarily change today’s values.

A group containing Suspend, Reactivate, or Eliminate must satisfy every included action’s Position approval requirements. Review lifecycle, recorded and counted FTE, dates, assignment and Reports to changes, and future capacity together. One successful application records the complete group. If one required change fails, the group does not partly apply. Successfully applied earlier groups remain applied.

When required review reasons or files are missing, use Complete Position request. Different actions may require different reasons or files. Approval authorizes the group; applying it from the forecast commits its approved changes. Updated results may take longer to appear, and that delay is not a reason to apply the same group again.

Approve or apply several groups

From Review and apply, open Actions and choose Approve remaining groups to record approvals for the review responsibility you are authorized to cover. Review the confirmation and enter the required reason. Other required approvals, including linked position requests, must still be completed.

Choose Apply approved groups when the approved groups are ready to take effect on their stated dates. Follow the progress shown on the forecast. Groups are processed separately, so earlier groups can finish even if a later group needs attention.

Check each group’s status before taking further action. If work stops, correct the reported issue and use Retry remaining work when offered. Do not re-enter already applied changes because the result is still calculating.

Understand progress

Progress What to do
In review Complete the required review responsibilities
Awaiting Position approval Open the linked Position request and complete its required review
Approved Apply the group when you are ready
Applied The changes are saved; open the group to review them
Calculating Wait for updated financial results; already applied changes remain saved
Needs attention Review the reported issue and use the supported retry or correction action
Canceled The unapplied work was stopped; previously applied work remains saved

Resolve changes made during review

Before applying a group, FTE Tree checks the approved information and permissions it depends on. If relevant information changed, review the conflict and update the remaining forecast. Check the individual details even if the totals still match.

Department moves can change access during the forecast’s period. The person applying a group and its approvers must still have the required access across the affected dates. If an approver’s access no longer covers the changes, update the remaining forecast and obtain a new approval from an authorized person.

Open Application history to see which changes were made from this forecast, who applied them, and when. Those changes are counted once when the remaining forecast is calculated.

Cancel remaining work

Canceling stops changes that have not yet been applied. Changes already made and the record of who made them stay saved. To reverse an applied change, make a new correction with a reason and effective date, and complete any required approval.

Once a copy, starting point update or bulk edit has partly prepared its selected changes, finish that preparation before editing further. If it stops, use Retry remaining work. Cancellation remains available for unapplied review groups.

While department changes or a starting point update are preparing, Overview shows progress separately from the last completed results. Follow its progress link to review or retry the work. Further editing becomes available after preparation finishes; the new calculation may still be updating.

Retry or take over stopped work

Resolve the reported issue, choose Retry remaining work, and explain the retry. A different manager can take over remaining work if they have the required permissions for all included changes. The confirmation explains the responsibility being transferred, and the action records both managers and the reason. You can still see earlier approvals and changes already applied.

If a calculation fails after you apply changes, retry the calculation. The applied changes stay saved and must not be entered again.