Portfolio Module

The Portfolio Module is used to configure the forecast for mass market customers by scaling a profile model to represent the load associated with a group of customers (portfolio) which may change over time. For each item, a forecast is developed based on the combination of a profile model and the portfolio’s scaling data. The scaling data are the portfolio’s average daily use (ADU) relative to the profile model’s ADU.

This module has four tabs.

• List Tab. Shows the list of portfolio items.
• ADU Data Tab. Shows the daily ADU data for the portfolio.
• ADU Forecast Tab. Shows the ADU data for the Forecast period.
• Forecast Tab. Shows the unscaled forecasts for each portfolio item.

The Portfolio Module includes a set of actions, properties, and tools only available in this module. These actions, properties, and tools are listed below.

• Portfolio Actions. This section discusses unique action only available in the Portfolio Module. The action available in the Actions Menu an on the Toolbar is the following:

  • Forecast.

• Portfolio Properties.

• Portfolio Tools. This section discusses Tools relevant to Portfolio. These tools include the following.

  • Generate Portfolio ADU Forecast.

  • Generate Portfolio ADU Session Forecast.