Skip to main content

Posts

Showing posts from 2017

Smart Lists as Run Time Prompts

How to Create a Drop-Down Box Smart List Prompt Image 1: Business rule containing Smart List Run Time Prompt Smart Lists are very powerful tools within Planning Budgeting Cloud Service (PBCS) software. I have recently created a PBCS Forecasting system that utilises Smart Lists to drive the Forecast Process; allowing users to populate the forecast using a customised forecast method selection tool.  The Forecast Process is as follows: 1.        An admin will load in the latest month of Actual data and open the new Forecast for use; 2.        A business rule will be launched to pre-populate the whole Forecast with a single Forecast Method of choice; ·        For example - The forecast method ‘Average’ is chosen and so ‘Forecast 3+9’ becomes populated with 3 months’ worth of Actual data and the remaining 9 months are populated with the average of the first 3 months’ Actual data, fo...