Saving a filter criteria as a preset

This procedure describes how to save a filter criteria as a preset, which enables you to set specific filter criteria in the Forecast domain and be able to load it as a predefined preset.

To save a filter criteria as a preset:

1. From the Forecast home page, set the filter criteria as described in Filtering the Forecast Workspace.
2. Click Presets > Save.

   The Save Preset dialog box appears.

3. In the Enter a name of preset field, type a name for the saved filter criteria, and then click OK.
4. Once the preset is saved you can do the following:
   • To load a saved filter criteria, select Presets > Load and select a preset.
   • To delete a saved filter criteria, select Presets > Delete and select a preset.

     If the Delete Preset definitions option is selected as described in Confirmation settings, a confirmation message appears.