How to Forecast Project

Category: 

Only the project admin is able to forecast the project (Project Admin role required)

Click System Configuration

Click on Project Management to expand the dropdown

Click Project Forecast

Double click into the project you would like to forecast

Click Forecast

Click Add Trade

Select Project Trade by ticking the checkboxes.

This list is retrieved from Manage Trade Codes

Click on the Book icon to add items under the trade

Select the Catalogue Items by ticking the checkboxes.

This list is retrieved from Manage Catalogue (List Of Catalogues)

Once done, click Add.

Note: The forecasted items are generic items (not tied under supplier)

Use the scroll bar to scroll to the right

Enter the forecasted unit price and quantity for the item

Unit price is extracted from the unit price input in the catalogue

Once done, click Save

Important note: Once saved, you will NOT be able to delete item(s) and trade(s).

Date last updated:
April 12, 2022