NextGen FSM
NextGen FSM
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Create Activity Forecast

The Activity Forecast feature allows you to simulate demand by configuring various types of tasks.

You can create forecasts based on either:

  • Real activities and operations already present in the system.

  • Simulated activities

A significant advantage of using activity forecasts is their complete independence from actual activities and work-orders data. This means any adjustments or edits made within the forecast simulation will not impact the live operational data in your system.

Create an Activity Forecast

  1. In the FSM App, navigate to FEATURES → FORECASTING & CAPACITY PLANNING → ACTIVITY FORECAST

  2. Use the filter panel to search for existing forecast records

  3. Click the “New” button at the top-right of the page.

  4. Fill all mandatory fields presented in the form.

    1. Note: The Start Date and End Date fields are critical. They define the time period covered by this forecast. You will only be able to add activities to the forecast within this specified date range.

  5. Click “Save” button to create the forecast record

After saving, the activity forecast will be assigned a Draft status. It is now ready for you to proceed with its configuration.


  • Detail: Opens the selected activity forecast. Use this action to view its current configuration or to make detailed changes, such as adding activities or defining tasks.

  • Edit: Allows you to modify basic information about the activity forecast, such as its identifying code or descriptive text.

  • Copy: Creates a duplicate of the selected activity forecast. This is useful for quickly creating a new forecast based on an existing one.

  • Confirm: Finalizes the activity forecast. This action changes the forecast's status to Fixed, indicating it is complete and ready. Only confirmed forecasts can be used as input for creating coverage scenarios.

  • Delete: Removes the activity forecast. This action changes the status to Cancelled. A deleted forecast cannot be used for creating coverage scenarios.

  • Export in xlsx: Downloads the data contained within the selected activity forecast as a Microsoft Excel (.xlsx) file. This allows for offline review, analysis, or reporting.

  • Compare: to compare more activity forecast

  • Refresh: to refresh the activity forecast status