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.