GITBOOK-540: Admin console - forecast settings

SUMMARY.md

@@ -173,6 +173,7 @@
   * [Settings](admin-console/settings/README.md)
     * [General](admin-console/settings/general.md)
     * [Generate builds - on prem](admin-console/settings/generate-builds-on-prem.md)
+    * [Forecast](admin-console/settings/forecast.md)
     * [Holidays](admin-console/settings/holidays.md)
     * [API token](admin-console/settings/api-token.md)
     * [Writeback](admin-console/settings/writeback.md)

admin-console/manage-profile.md

@@ -2,33 +2,33 @@
 
 The 'My Profile' section in the Inforiver workspace allows you to view and manage your integrations, writeback connections, and license details.
 
-<figure><img src="../.gitbook/assets/image (1).png" alt=""><figcaption><p>'My Profile' section</p></figcaption></figure>
+<figure><img src="../.gitbook/assets/image (1) (16).png" alt=""><figcaption><p>'My Profile' section</p></figcaption></figure>
 
 ### **1. Rename Workspace**
 
 Click on My Profile -> Rename Workspace to rename the workspace.
 
-<figure><img src="../.gitbook/assets/image (1) (16).png" alt=""><figcaption><p>Rename Workspace</p></figcaption></figure>
+<figure><img src="../.gitbook/assets/image (1) (16) (1).png" alt=""><figcaption><p>Rename Workspace</p></figcaption></figure>
 
 ### 2. Manage Integrations
 
 Integrating Inforiver with other applications allows it to list and upload files to them. You can connect or disconnect the applications from 'My Integrations' page. You can also manage them from the Onboard actions section, as explained [here](onboard-actions.md).
 
 If there are any interruptions in writeback or data retrieval from these applications, you can check the status of the connection from this page and disconnect and reconnect as needed.
 
-<figure><img src="../.gitbook/assets/image (2).png" alt=""><figcaption><p>My Integrations</p></figcaption></figure>
+<figure><img src="../.gitbook/assets/image (2) (16).png" alt=""><figcaption><p>My Integrations</p></figcaption></figure>
 
 ### 3. Manage Connections
 
 Clicking on 'My Connections' displays a list of writeback connections you have created. To know more about adding and managing new connections, please refer to [this page](settings/writeback.md#id-1.-connections). You can also edit or delete your added connections from this page using the icons below.
 
-<figure><img src="../.gitbook/assets/image (3).png" alt=""><figcaption><p>My Connections</p></figcaption></figure>
+<figure><img src="../.gitbook/assets/image (3) (15).png" alt=""><figcaption><p>My Connections</p></figcaption></figure>
 
 ### 4. License Details
 
 Click on My Profile -> License Details to view the plan and license details for all purchased products as below.
 
-<figure><img src="../.gitbook/assets/image (4).png" alt=""><figcaption><p>License Details</p></figcaption></figure>
+<figure><img src="../.gitbook/assets/image (4) (11).png" alt=""><figcaption><p>License Details</p></figcaption></figure>
 
 ### 5. Log Out
 

admin-console/settings/README.md

@@ -4,8 +4,14 @@ Inforiver offers multiple configuration options related to writeback/sync, manag
 
 **1. General** - You can configure the subscription-related settings including insights and comments. To learn more, refer to [general](general.md).
 
-**2. Writeback/sync** - You can configure and manage all your subscription connections and their settings. To learn more, refer to [writeback/sync](writeback.md).
+**2. Forecasts**- You can configure auto-close settings for forecasts. [Learn more about forecast settings](forecast.md).
 
-**3. Managed DB** - Here you can learn about Inforiver managed Azure SQL database connection for writeback POC purposes. To learn more, refer to [managed DB](managed-db.md).
+**3. Holidays** - Admins can create custom holiday calendars that can be used to auto-close forecasts or keep subscription jobs on hold. [Learn more about holiday settings](holidays.md).
 
-**4. Assets** - Manage all the assets in the Inforiver visual in a single dashboard. To learn more, refer to [assets](assets.md).
+**4. API token** - Admins can create API tokens to trigger subscriptions or refresh semantic models via API calls. [Learn more about API tokens](api-token.md).
+
+**5. Writeback/sync** - You can configure and manage all your subscription connections and their settings. To learn more, refer to [writeback/sync](writeback.md).
+
+**6. Inforiver managed DB** - Here you can learn about Inforiver managed Azure SQL database connection for writeback POC purposes. To learn more, refer to [managed DB](managed-db.md).
+
+**7. Assets** - Manage all the assets in the Inforiver visual in a single dashboard. To learn more, refer to [assets](assets.md).

admin-console/settings/forecast.md

@@ -0,0 +1,17 @@
+# Forecast
+
+Inforiver can automatically close forecasts. This simplifies forecast management when multiple reports with multiple forecast measures are involved. The auto-close can be set up at the report level or workspace level. 
+
+The Inforiver admin console has a forecast tab where admins can specify when to close forecast measures for that tenant.  
+
+* The **calendar day** option allows you to specify a designated day of the month when the forecasts will be automatically closed. In the screenshot, we've used the 5th as the calendar day - forecasts will be closed on the 5th of every month, irrespective of holidays/weekdays/weekends.
+
+<figure><img src="../../.gitbook/assets/image (1).png" alt=""><figcaption><p>Calendar day option</p></figcaption></figure>
+
+* The **workday option** considers holidays and weekends and closes the forecasts accordingly i.e. the number of working days excluding holidays and weekends. When you select this option, an additional _Holiday Calendar_ option is enabled. You can choose the holiday list from pre-defined holiday calendars. In the screenshot, we have configured forecasts to be auto-closed on the 15th day of every month, excluding holidays from the selected calendar(s).
+
+<figure><img src="../../.gitbook/assets/image (2).png" alt=""><figcaption><p>Auto close forecasts on selected workday</p></figcaption></figure>
+
+The settings specified in the Inforiver admin console are reflected in the manage forecast settings of the visual. You can override the auto-close settings specified in the admin console at visual-level.
+
+<figure><img src="../../.gitbook/assets/image (3).png" alt=""><figcaption><p>Auto-close at workspace level</p></figcaption></figure>

admin-console/settings/writeback.md

@@ -62,7 +62,7 @@ Users will be able to add destinations based on the settings configured by the a
 
 The settings configured in the admin console will be applied to the Add Destination page as well. Users will only see the destination types they have permission to add.
 
-<figure><img src="../../.gitbook/assets/image.png" alt=""><figcaption><p>Destination settings applied in the Add destination page</p></figcaption></figure>
+<figure><img src="../../.gitbook/assets/image (4).png" alt=""><figcaption><p>Destination settings applied in the Add destination page</p></figcaption></figure>
 
 {% hint style="info" %}
 In addition to the above settings, you can configure access control for writeback destinations and role-based access control for writeback admin connections, which are covered in detail in this section: [Writeback security settings.](../../working-with-inforiver/12.-data-writeback/settings/writeback-security-settings.md)