Project Budgeting and Forecasting/Project Forecast Info

[About Project Budgeting and Forecasting] [To Project Management]

Usage

Use this window to create preliminary budget/forecast versions and then more importantly expand on these versions by the definition of forecast lines.

You can also use this window to view or modify information on a queried budget/forecast version, copy from existing budgets/forecasts, spread budget/forecast amounts, change statuses and create, connect or disconnect snapshots from a desired budget/forecast version.

You can use both navigators to find the required level in the WBS/CBS structures where you want to work. The navigators can be hidden to enable larger working space while not losing track of the position in the structures.

You can also use this window to navigate to interrelated Project and Project Budgeting and Forecasting windows when you right click on this window and select the desired window name.

The tabs for this window will only be displayed once the window is queried for or populated with budget/forecast versions. For the description of each tab in the window, follow the appropriate link: Cost, WBS Summary, CBS Summary, Approval Routing.

Activity Diagrams

Create and Develop Project Forecast
Create and Develop Project Budget
Approve Project Forecast with Approval Routing
Approve Project Forecast without Approval Routing
Approve Project Budget with Approval Routing
Approve Project Budget without Approval Routing

Activities

Create Project Budget/Forecast Versions
Create Project Budget/Forecast Lines
Spread Forecast Amount
Create Project Snapshot
Connect Existing Snapshot
Set As Preliminary
Review Budget/Forecast
Start Approval on Budget/Forecast
Approve Budget/Forecast
Cancel Approval on Budget/Forecast
Set Budget As Active Project Budget
Cancel Budget/Forecast Version