Project Forecast Info/Revenue

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Usage

Use this tab to primarily create project budget/forecast lines complete with forecast amounts. Once these lines have been created you can then spread the revenue, reset the revenue or change the status of these lines using this tab.

You can also use this window to navigate to interrelated windows when you right click on this window and select the desired window name. The following activities are generally performed via the right mouse button options:

• Navigate to Connected Objects such as Project Transaction, Invoicing Plan, Sales Contract, Voucher and GL Voucher if the forecast version has been connected to a project snapshot, using the Drill Down option.
• Navigate to details for each forecast line in Project Forecast Line Details window, which has all information connected to the line.
• Navigate to the Assign ETC dialog box where budget/forecast ETC values can be assigned to other parts of the WBS/CBS structure in a controlled manner.
• Spread forecasted amounts and view the spread.
• Set ETC based on previous ETC or EAC.    

In this window there is also possibilities for querying, filtering and displaying data in different ways:

• Select if amount columns should be shown for one (base) or more currencies (if multicurrency budgeting & forecasting is enabled).
• Use the Filter Currency list to filter for desired currency.
• Use Saved Queries functionality that will enable the same query repeated in any part of the WBS/CBS structure.

If no snapshot matching has been found a line with a warning triangle in front of it is added to the forecast, displaying the values that are not forecasted. If you wish to enter an ETC value on these lines a new forecast line with appropriate sub project/activity/cost elements/code part values (depending on the required level of matching) from the snapshot line needs to be entered. When this is done the application will match the snapshot line with the new forecasted line and the ETC value can be edited.

Activity Diagrams

Create and Develop Project Forecast
Create and Develop Project Budget

Activities

Create Project Budget/Forecast Lines
Spread Forecast Amount
Analyze Project Budget/Forecast