Reviewing Job Forecast History Records

To review job forecast history:

1. On the Work With Job Forecast History form, complete one or more of these optional fields and then click Find:

   • Job Number

   • Forecast Status

2. Select the forecast record you want to review, and then click Select.

3. On the View Job Forecast History form, you can select one of these options to change the display of forecast data:

   • Hide Zero Amounts

     Select this option to hide all rows that do not have any actual amounts for Actual Amounts (AA ledger), Actual Units (AU ledger), Open Committed Amounts (PA ledger), or Open Committed Units (PU ledger) posted since the account was created. Typically, you would select this option to hide the rows representing accounts for which work has not yet started.

   • Hide Zero Current Amounts

     Select this option to hide all rows that do not have any actual amounts or actual units posted during the current period, up to and including the date in the Thru G/L Date specified in the forecast. Typically, you would select this option to display only those accounts that currently have work in progress.

   Additionally, you can enter values in the QBE line to filter data on the form.

4. Review the data, and then click Cancel when you are done to exit the form.