How to Forecast Project
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 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).