How to define Transactions Forecast

  1. Log in to the HTML5 client.

  2. Select the Finance workspace.

  3. Select a Project in the Project Data Selector.

  4. Click on the EDIT button of the Forecast tile to open the Forecast dialog box.

  5. Select the Transactions sub-tab.

If the view is empty

  1. Select one of the following pivot:

    1. None – The table will propose only one line to enter a global Forecast Cost.

    2. Type – The table will allow to define the Forecast Cost by Transaction Type.

    3. Cost Center – The table will allow to define Forecast Cost by Cost Center.

  2. In the Create a New Transaction Forecast popup, select of the following options:

    1. New – A new row will be added to the spreadsheet.

    2. From Template – Choose a template in the Global Forecast Template selector.

      Note

      This option is only available if Forecast Templates have been defined by the Administrator.

    3. From Total Transaction Cost – Total Transaction Cost will be imported automatically as Forecast values.

  3. Enter Forecast Values in the spreadsheet distributed cells.

If the view is already fulfilled

Note

A pivot (Organization, Type, or Cost Center) has already been defined. If you change the pivot, all the existing Forecast for this Category will be deleted.

  1. Click on the New (NewProject) button to add a row to the spreadsheet.

  2. Enter Forecast Values in the spreadsheet distributed cells.