Schedule a baseline forecast

You can automate baseline forecasts by scheduling them with an external scheduler. Baseline forecasts cannot be scheduled directly in Planning Analytics Workspace. Scheduling a baseline forecast requires invoking REST APIs that run and manage forecast execution, while the external scheduler determines when and how often the forecast runs.

Scheduling a baseline forecast by using an external scheduler is supported across Planning Analytics as a Service, Planning Analytics on Cloud, and Planning Analytics Local environments. Authentication for scheduled baseline forecasts is handled by using OAuth. Configure an OAuth client in Planning Analytics Administration and use the generated credentials to authenticate API requests from your external scheduler or client application.

At a high level, scheduling a baseline forecast involves retrieving the forecast URL from Planning Analytics Workspace, configuring OAuth authentication, and setting up an external scheduler to start the forecast on a defined schedule.

Only one baseline forecast can run at a time. If a forecast is already running, subsequent scheduled executions must wait until the current run completes. If a forecast run does not complete successfully or remains in a running state, it might need to be reset before another scheduled run can proceed.

For more information about how to configure OAuth authentication see Authenticate API requests by using OAuth. For more information about how to use REST APIs to run, monitor, and reset baseline forecasts, see API endpoints for baseline forecasts.