Projections in Templates

The Predict Projection feature is supported only for the LIT, GTSC, and GTEC templates of the GTSC family of templates for the Flow MTD accounts.

How to access Projections in Templates

To access predict projection perform the following:

In your application, navigate to Structured Planning and select a Scenario of your choice.
Choose a Template, and click Input from Template Workflow.
You can access Projections from the Predict drop-down available in the top menu bar. Projections can be access either from this menu or from the context menu that appears when you right-click a cell. The following projections are available from both access points: Fill All Lines, Fill Selected Lines, Preview and Adjust, and Algorithms Mode Projections.

Fill All Lines

You can use the Fill All Lines feature to automatically fill system-generated AI projections into the entire template for the duration of the budget or forecast. This feature does not allow you to adjust or change the value of the projections. This feature supports the generation of AI projections for a maximum of 100 lines at a time. This option fills only the supported L-type lines, sufficient historical actuals, and no excluded GLs.

Fill Selected Lines

You can use the Fill Selected Lines feature to automatically fill system-generated AI projections into the selected lines for the entire duration of the budget or forecast. This option fills only the supported L-type lines, and among the L-type lines, the ones with an adequate amount of Flow MTD account historical actuals. This feature does not allow you to adjust or change the value of the projections. This feature supports the generation of AI projections for a maximum of 50 lines at a time.

Preview and Adjust

You can use the Preview and Adjust Projections feature to generate projections for a single line and adjust the Projections annual total according to your budget by still leveraging the AI engine.

So, irrespective of the previously generated AI projections, if you have a specific budget in mind, you can choose the Adjusted Projection option from the Projections pop-up window and redistribute the figures for the open periods in a data-driven fashion that will still adhere to the trend and seasonality present in the data.

Following are the various features available in the Projections pop-up window.

Template Dimensions: The dimensions of the selected Template are displayed.
Input Row: You can use this row to change the selected row/line, change the year for which the Projections are being displayed, view the Current Total budget, and the Projected Total budget.

You can also use this row to provide the Adjusted Projection.

Adjust Projection

You can adjust the current projection by a certain percentage or by a certain value. Once you have provided your input in this field you must click Apply.

Finally, you have the Update Template and Reset buttons in the input row.

You must always click the Update Template button to save your changes to the Projections in the Projections tab and fill them in the template. Otherwise, all changes made in the Advanced Projections pop-up window will be lost.

The Reset button can be used to reset the adjusted projection to the previous values as per the template.

Data Table and a Graph: The graph displays the same information visually intuitively, displaying the Projections. The graph has the upper and lower ranges and the forecast scenario by default. Still, it lets you see the historical actuals on it by clicking on the actual data label displayed below the graph. The pop-up window displays data for all the months of the entire fiscal year to demonstrate the trend and seasonality present in the data; this helps better understand the Projections.

Algorithm Mode

Algorithm Mode in Predict to enhance AI-generated projections within planning templates. This feature allows users to choose from multiple algorithms by comparing accuracy scores to find the best one for the data pattern.

Prerequisites:

At least 4 years of historical data is required to view the Algorithm Mode.
Supported algorithms include:
ETS: Automatically selects the best exponential smoothing model to capture trends and seasonality in time series data.
XGBoost: A gradient-boosted decision tree algorithm optimized for speed and accuracy, handling complex nonlinear relationships.
RandomForest: An ensemble of decision trees that averages multiple predictions to reduce overfitting and improve accuracy.
Seasonal Naive: Predicts future values by repeating the last observed seasonal pattern without adjustments.
Theta: A statistical method that combines simple extrapolation and smoothing for robust, accurate forecasts.
Regression: Uses lagged values of the historical data as predictors to estimate future points.

How to Configure the Algorithm Mode

Navigate to Maintenance > Configuration Tasks > Planful: Predict
In the Projections Configuration section, toggle Enable Algorithm Mode.

How to View the Algorithm Mode

Navigate to Structured Planning.
Select the desired Budget Entity and Template.
Right-click a cell and select Predict Projections > Algorithm Mode.
Alternatively, open it from the top toolbar via Predict > Algorithm Mode.
The Algorithms screen displays available models and accuracy metrics.

Available Actions in Algorithm Mode

Algorithm Mode with Accuracy Scores

View a list of algorithms with corresponding accuracy percentage score
Select the model that best fits your data needs.

Graphical Output Comparison

Toggle multiple algorithms on/off to compare results visually
Use this to validate results and improve planning accuracy.

Applying an Algorithm

Select the desired algorithm.
Click Update Template.
The selected algorithm will be applied to the projections in your planning template.