Create Resource Forecast Versions
Explanation
This activity is used to create a new resource forecast version
for a project.
Prerequisites
- A project should exist.
- A forecast type should be setup in Resources/Basic
Data/Resource Forecast Type.
System Effects
- A resource forecast version is created.
Window
Project Resource Forecast
Project Resource Forecasts
Related Window Descriptions
Project Resource Forecast
Project Resource Forecasts
Procedure
Use the following procedure to create a new resource forecast version using the
Create Resource Forecast Assistant:
- Open the Project Resource
Forecast
window.
- Right click on the window and select Create Resource Forecast. The first step
of the Create Project Resource Forecast Assistant opens up.
- Select the Project ID for
which the resource forecast should be made and use the List button to select
project from a list.
- Select the Forecast Type field and use the List button to select a pre-defined
resource forecast types.
Note: If the resource forecast version being created is of the same
resource forecast type
as an existing version, the forecast type of the existing resource forecast
version will be inherited into this field.
- Enter a description of the version you plan to create in the Version Description
field.
- Enter a valid Cut-Off-Date. This value will
be referenced later on when creating snapshots on a particular project
forecast version.
- Select the Copy From Forecast, if it's required to copy an
existing forecast to a new one. If the Copy check
box is not selected, an empty forecast will be created.
- Select the Create Snapshot check box, if it is required
to create a
snapshot of the forecast version.
- In the Snapshot Description field it's possible to make a
description for the snapshot that will be taken.
- Click Next or Finish depending on your
selection for Copy check box.
If the Copy From Forecast option was selected
and Next> button was clicked the Copy From
Resource Forecast step will be displayed:
- You can modify the resource forecast version from which you want
to copy by using List button on the Forecast Version field.
Note: If the resource forecast version being created is of the same
resource forecast type as an existing version, the record of the existing
resource forecast version will be inherited into the From Forecast Version
field..
- You can clear the Update with Activity Dates check box, to allow
the new resource forecast to use the start and end dates of the source
resource forecast line instead of the activity dates.
- Clear the Copy Hours Spread check box if it is required that the
hours spread on the source resource forecast should not be copied to the new
resource forecast. If selected, decide whether it should
be the Complete spread or
From Cut Off Date.
- Clear the Set ETC check box if it is
required that the ETC field of the forecast lines are not to be
calculated based on previous forecast. If this check box is selected
then select one of the two options, based on your requirement:
- Set ETC Based on Previous EAC: The EAC of the previous version is
copied as the EAC of the new forecast version. The ETC will then be
calculated to be the difference between the EAC and the hours until the
snapshot date and time.
- Set ETC Based on Previous ETC: The ETC of the previous version is
copied as the ETC of the new forecast version. The EAC will then be
calculated to be the sum of the EAC and the hours until the snapshot date and
time.
If the Copy From Project Resource Planning option is selected, then
click Next button, to display the Copy From Project Resource Planning
step.
- You can select to use either planned or baseline hours as the ETC hours
for the resource forecast version. Baseline hours can only be selected if a
baseline has been set for the project.
Use the following procedure to create a new resource forecast version using
the Project Resource Forecast or the
Project Resource Forecasts window:
- Open the Project Resource Forecast or the Project Resource Forecasts
window.
- Create a new record and enter a forecast type.
- Enter the project ID.
- Enter a description for the forecast version. The rest of the
information can be registered either now or later.
- Save the record.