--- title: "Customizing Projection Dates" slug: "weekly-forecasting-customizing-projection-dates" description: "Include or exclude specific historical dates from sales projections on the Review Projection Dates page. Changes must be applied." updated: 2025-11-10T15:22:09Z published: 2025-11-10T15:22:09Z canonical: "docs.restaurant365.com/weekly-forecasting-customizing-projection-dates" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Customizing Projection Dates Customizing projection dates refines how sales forecasts are calculated. It allows users to include or exclude specific historical dates that influence daily projections. Use this feature to remove outliers, add comparable dates, and ensure each projection reflects realistic expectations before publishing. When a forecast is generated, the selected projection model determines which dates are used to calculate sales projections. The [**Review Projection Dates**](/doc/docs/weekly-forecasting-review-projection-dates-page#review-projection-dates-fields-and-buttons) page shows which dates are included or excluded from the calculation. ## Navigation ****Navigation Menu**** 1. Select **Sales & forecasting** from the left navigation rail. 2. Select **Forecasting.** 3. Select **Review Projection Dates.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-PV8A9MH2.png?sv=2026-02-06&spr=https&st=2026-10-28T23%3A13%3A44Z&se=2026-10-29T00%3A13%3A44Z&sr=c&sp=r&sig=H1rCOxyp9S8D2Go0U6m8OxU2Fasthpdk6Gvuy1xv3aw%3D) ****Search**** Navigate to pages with the [R365 global search bar](/doc/docs/r365-search): 1. Enter all or part of the **page name** in the R365 global search bar. 2. Select the page from the results list. > Only enabled pages can be searched for. If the desired page is not enabled, contact your CSM for assistance. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1745007955784.png?sv=2026-02-06&spr=https&st=2026-10-28T23%3A13%3A44Z&se=2026-10-29T00%3A13%3A44Z&sr=c&sp=r&sig=H1rCOxyp9S8D2Go0U6m8OxU2Fasthpdk6Gvuy1xv3aw%3D) --- ## Security Users with the following permission will be able to access the Weekly Forecasting page: - Sales & Cash - Forecasts - Forecast Settings - Forecast Configurations - View Forecast Configurations - Create/Edit Forecast Configurations - Weekly Forecasting - View Weekly Forecasting - Adjust Sales Forecast - Publish Weekly Forecast - Customize Projection Dates - Daily Forecasting These permissions can be added to [custom user roles](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-access-report) can be used to determine which user roles or users already have these permissions assigned. For more information, see [User Setup and Security](/doc/docs/user-setup-security-and-location-access). --- ## About Projection Dates Each forecast day calculates projected sales using selected historical dates. - [**Included**](/doc/docs/weekly-forecasting-customizing-projection-dates#working-with-included-dates) – Historical dates used in the calculation. - [**Removed**](/doc/docs/weekly-forecasting-customizing-projection-dates#working-with-removed-dates) – Dates excluded from the calculation. Adjusting projection dates helps fine-tune sales forecasts by eliminating anomalies or adding relevant historical comparisons. --- ## Working with Included Dates ### Adding Projection Dates Each forecast day supports up to **25 projection dates** total (combined between *Included* and *Removed*). Manually added dates appear with a **calendar icon**. When new dates are added, the projection model automatically changes to *Custom*. *Click steps to expand for additional information and images.* **1) Navigate to the desired week or day.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-NZVWJKPK.png?sv=2026-02-06&spr=https&st=2026-10-28T23%3A13%3A44Z&se=2026-10-29T00%3A13%3A44Z&sr=c&sp=r&sig=H1rCOxyp9S8D2Go0U6m8OxU2Fasthpdk6Gvuy1xv3aw%3D) **2) Click **Review Projection Dates.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-YZO1G1C0.png?sv=2026-02-06&spr=https&st=2026-10-28T23%3A13%3A44Z&se=2026-10-29T00%3A13%3A44Z&sr=c&sp=r&sig=H1rCOxyp9S8D2Go0U6m8OxU2Fasthpdk6Gvuy1xv3aw%3D) **3) Select a the same-day or a future date.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-M5PVZSKY.png?sv=2026-02-06&spr=https&st=2026-10-28T23%3A13%3A44Z&se=2026-10-29T00%3A13%3A44Z&sr=c&sp=r&sig=H1rCOxyp9S8D2Go0U6m8OxU2Fasthpdk6Gvuy1xv3aw%3D) **4) Click **Add Date**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-JPC0410Q.png?sv=2026-02-06&spr=https&st=2026-10-28T23%3A13%3A44Z&se=2026-10-29T00%3A13%3A44Z&sr=c&sp=r&sig=H1rCOxyp9S8D2Go0U6m8OxU2Fasthpdk6Gvuy1xv3aw%3D) **5) Select a **historical date** from the date picker.** - Dates already in *Included* or *Removed* cannot be selected. - Only dates from the past two years can be added. - Dates with zero-dollar sales are excluded. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-R0W0I76G.png?sv=2026-02-06&spr=https&st=2026-10-28T23%3A13%3A44Z&se=2026-10-29T00%3A13%3A44Z&sr=c&sp=r&sig=H1rCOxyp9S8D2Go0U6m8OxU2Fasthpdk6Gvuy1xv3aw%3D) **6) Click **OK**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-VNIZE1BN.png?sv=2026-02-06&spr=https&st=2026-10-28T23%3A13%3A44Z&se=2026-10-29T00%3A13%3A44Z&sr=c&sp=r&sig=H1rCOxyp9S8D2Go0U6m8OxU2Fasthpdk6Gvuy1xv3aw%3D) **7) To add more, click **Add Another Date**, then repeat step 5 and 6. (*Optional)*** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-O3YVBFZ3.png?sv=2026-02-06&spr=https&st=2026-10-28T23%3A13%3A44Z&se=2026-10-29T00%3A13%3A44Z&sr=c&sp=r&sig=H1rCOxyp9S8D2Go0U6m8OxU2Fasthpdk6Gvuy1xv3aw%3D) **8) When finished, click **Apply**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-4NOUXW56.png?sv=2026-02-06&spr=https&st=2026-10-28T23%3A13%3A44Z&se=2026-10-29T00%3A13%3A44Z&sr=c&sp=r&sig=H1rCOxyp9S8D2Go0U6m8OxU2Fasthpdk6Gvuy1xv3aw%3D) **9) Click **Apply Changes**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-LW09OSSV.png?sv=2026-02-06&spr=https&st=2026-10-28T23%3A13%3A44Z&se=2026-10-29T00%3A13%3A44Z&sr=c&sp=r&sig=H1rCOxyp9S8D2Go0U6m8OxU2Fasthpdk6Gvuy1xv3aw%3D) Leaving the page without applying changes discards all date adjustments. > [!NOTE] > **Note:** Applying changes does not publish the forecast or remove manual adjustments. > > To publish, see [Publishing Forecasts](/doc/docs/weekly-forecasting-publishing-forecasts). ## Remove Included Projection Dates *Click steps to expand for additional information and images.* **1) Navigate to the desired week or day.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-NZVWJKPK.png?sv=2026-02-06&spr=https&st=2026-10-28T23%3A13%3A44Z&se=2026-10-29T00%3A13%3A44Z&sr=c&sp=r&sig=H1rCOxyp9S8D2Go0U6m8OxU2Fasthpdk6Gvuy1xv3aw%3D) **2) Click **Review Projection Dates.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-YZO1G1C0.png?sv=2026-02-06&spr=https&st=2026-10-28T23%3A13%3A44Z&se=2026-10-29T00%3A13%3A44Z&sr=c&sp=r&sig=H1rCOxyp9S8D2Go0U6m8OxU2Fasthpdk6Gvuy1xv3aw%3D) **3) Scroll to the **Included** section.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-YBD07RR0.png?sv=2026-02-06&spr=https&st=2026-10-28T23%3A13%3A44Z&se=2026-10-29T00%3A13%3A44Z&sr=c&sp=r&sig=H1rCOxyp9S8D2Go0U6m8OxU2Fasthpdk6Gvuy1xv3aw%3D) **4) Click the **Minus icon** next to the date to remove it.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-M8LC8ZH2.png?sv=2026-02-06&spr=https&st=2026-10-28T23%3A13%3A44Z&se=2026-10-29T00%3A13%3A44Z&sr=c&sp=r&sig=H1rCOxyp9S8D2Go0U6m8OxU2Fasthpdk6Gvuy1xv3aw%3D) **5) Click **Recalculate**.** The removed date moves to the **Removed** section. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-SX9NZZFE.png?sv=2026-02-06&spr=https&st=2026-10-28T23%3A13%3A44Z&se=2026-10-29T00%3A13%3A44Z&sr=c&sp=r&sig=H1rCOxyp9S8D2Go0U6m8OxU2Fasthpdk6Gvuy1xv3aw%3D) **6) Click **Apply Changes**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-QUI45E40.png?sv=2026-02-06&spr=https&st=2026-10-28T23%3A13%3A44Z&se=2026-10-29T00%3A13%3A44Z&sr=c&sp=r&sig=H1rCOxyp9S8D2Go0U6m8OxU2Fasthpdk6Gvuy1xv3aw%3D) Leaving the page without applying changes discards all date adjustments. > [!NOTE] > **Note:** Applying changes does not publish the forecast or remove manual adjustments. > > To publish, see [Publishing Forecasts](/doc/docs/weekly-forecasting-publishing-forecasts). --- ## Working with Removed Dates ### Include Removed Dates *Click steps to expand for additional information and images.* **1) Navigate to the desired week or day.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-NZVWJKPK.png?sv=2026-02-06&spr=https&st=2026-10-28T23%3A13%3A44Z&se=2026-10-29T00%3A13%3A44Z&sr=c&sp=r&sig=H1rCOxyp9S8D2Go0U6m8OxU2Fasthpdk6Gvuy1xv3aw%3D) **2) Click **Review Projection Dates.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-YZO1G1C0.png?sv=2026-02-06&spr=https&st=2026-10-28T23%3A13%3A44Z&se=2026-10-29T00%3A13%3A44Z&sr=c&sp=r&sig=H1rCOxyp9S8D2Go0U6m8OxU2Fasthpdk6Gvuy1xv3aw%3D) **3) Turn on the **Show Removed** toggle.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-RGBC49SY.png?sv=2026-02-06&spr=https&st=2026-10-28T23%3A13%3A44Z&se=2026-10-29T00%3A13%3A44Z&sr=c&sp=r&sig=H1rCOxyp9S8D2Go0U6m8OxU2Fasthpdk6Gvuy1xv3aw%3D) **4) Click the **Redo icon** next to the date.** > [!NOTE] > Dates with no sales cannot be re-included. The **Redo icon** is disabled for those entries. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-K73NJTCO.png?sv=2026-02-06&spr=https&st=2026-10-28T23%3A13%3A44Z&se=2026-10-29T00%3A13%3A44Z&sr=c&sp=r&sig=H1rCOxyp9S8D2Go0U6m8OxU2Fasthpdk6Gvuy1xv3aw%3D) **5) Click **Recalculate.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-L4DGB3LX.png?sv=2026-02-06&spr=https&st=2026-10-28T23%3A13%3A44Z&se=2026-10-29T00%3A13%3A44Z&sr=c&sp=r&sig=H1rCOxyp9S8D2Go0U6m8OxU2Fasthpdk6Gvuy1xv3aw%3D) **6) Click **Apply Changes**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-D0IPTHM5.png?sv=2026-02-06&spr=https&st=2026-10-28T23%3A13%3A44Z&se=2026-10-29T00%3A13%3A44Z&sr=c&sp=r&sig=H1rCOxyp9S8D2Go0U6m8OxU2Fasthpdk6Gvuy1xv3aw%3D) Leaving the page without applying changes discards all date adjustments. > [!NOTE] > **Note:** Applying changes does not publish the forecast or remove manual adjustments. > > To publish, see [Publishing Forecasts](/doc/docs/weekly-forecasting-publishing-forecasts). ### Deleting Manually Added Dates *Click steps to expand for additional information and images.* **1) Navigate to the desired week or day.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-NZVWJKPK.png?sv=2026-02-06&spr=https&st=2026-10-28T23%3A13%3A44Z&se=2026-10-29T00%3A13%3A44Z&sr=c&sp=r&sig=H1rCOxyp9S8D2Go0U6m8OxU2Fasthpdk6Gvuy1xv3aw%3D) **2) Click **Review Projection Dates.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-YZO1G1C0.png?sv=2026-02-06&spr=https&st=2026-10-28T23%3A13%3A44Z&se=2026-10-29T00%3A13%3A44Z&sr=c&sp=r&sig=H1rCOxyp9S8D2Go0U6m8OxU2Fasthpdk6Gvuy1xv3aw%3D) **3) Turn on the **Show Removed** toggle.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-NNIVNHUA.png?sv=2026-02-06&spr=https&st=2026-10-28T23%3A13%3A44Z&se=2026-10-29T00%3A13%3A44Z&sr=c&sp=r&sig=H1rCOxyp9S8D2Go0U6m8OxU2Fasthpdk6Gvuy1xv3aw%3D) **4) Locate the date with the **calendar icon**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-OZ3VDD7C.png?sv=2026-02-06&spr=https&st=2026-10-28T23%3A13%3A44Z&se=2026-10-29T00%3A13%3A44Z&sr=c&sp=r&sig=H1rCOxyp9S8D2Go0U6m8OxU2Fasthpdk6Gvuy1xv3aw%3D) **5) Click the **Trashcan icon** to delete it permanently.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-ZN46O916.png?sv=2026-02-06&spr=https&st=2026-10-28T23%3A13%3A44Z&se=2026-10-29T00%3A13%3A44Z&sr=c&sp=r&sig=H1rCOxyp9S8D2Go0U6m8OxU2Fasthpdk6Gvuy1xv3aw%3D) **6) Click **Apply Changes**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-GFEQ91W0.png?sv=2026-02-06&spr=https&st=2026-10-28T23%3A13%3A44Z&se=2026-10-29T00%3A13%3A44Z&sr=c&sp=r&sig=H1rCOxyp9S8D2Go0U6m8OxU2Fasthpdk6Gvuy1xv3aw%3D) Leaving the page without applying changes discards all date adjustments. > [!NOTE] > **Note:** Applying changes does not publish the forecast or remove manual adjustments. > > To publish, see [Publishing Forecasts](/doc/docs/weekly-forecasting-publishing-forecasts). --- ## Publishing and Restrictions ### Working with Past Dates Projection dates for past days can be viewed but not edited. If a forecast was never generated for a past day, a message appears: > [!NOTE] > *β€œThe forecast for this date was never generated for this location.”* ### Adjusting Published Forecasts If unpublished projection date changes exist in a published forecast, a warning appears on the **Weekly Forecasting** page. To remove changes: *Click steps to expand for additional information and images.* **1) Click **Discard Edits.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-YSDXQ5SD.png?sv=2026-02-06&spr=https&st=2026-10-28T23%3A13%3A44Z&se=2026-10-29T00%3A13%3A44Z&sr=c&sp=r&sig=H1rCOxyp9S8D2Go0U6m8OxU2Fasthpdk6Gvuy1xv3aw%3D) **2) Confirm to delete projection date and manual adjustments.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-NBP5XDWN.png?sv=2026-02-06&spr=https&st=2026-10-28T23%3A13%3A44Z&se=2026-10-29T00%3A13%3A44Z&sr=c&sp=r&sig=H1rCOxyp9S8D2Go0U6m8OxU2Fasthpdk6Gvuy1xv3aw%3D)