Setting Up Forecast Versions
Access the Forecast Version Information form.
- Job Number
Enter a value that identifies a job master record in the Job Cost Master Revisions program (P51006). The combination of the job number and forecast version values creates a unique record in the Forecast Header table (F5101).
- Forecast Version
Enter an alphanumeric value that identifies a group of forecast records for a business unit. The combination of the job number and forecast version values creates a unique record in the Forecast Header table (F5101).
- Forecast Description
Enter a text description that identifies the forecast record.
- Actual Start Date
The system displays the start date of the job as specified in the job master record.
- Planned Comp Date
The system displays the planned completion date of the job as specified in the job master record.
- Level of Detail
The system displays the level of detail of the job as specified in the job master record. This value identifies the relationship of a job with a project, parent job, subordinate jobs, or some other grouping.
- Summary/Detail
Enter a value from UDC table 51/SD to specify whether the forecast is created in summary or detail mode. Values are:
S or 1: Summary. In summary mode, the system displays the summarized total for all accounts in one line in both the Revenue and the Cost grid on the Forecast Detail form.
D or 0: Detail. In detail mode, the system displays a line for each account in the forecast in both the Revenue and the Cost grid on the Forecast Detail form.
- Locked
Enter a value from UDC table 51/SD that specifies whether the forecast records are available for editing. Values are:
Y or 1: Locked. You cannot edit the forecast records.
N or 0: Not locked. You can edit the forecast records.
- Build Date
Specify the date that the system uses to create a forecast workfile.
You can enter a build date before or after the actual start date. If the start date for a cost schedule is before the build date, the system uses the build date. If the start date is after the build date, the system uses the start date.