Connect/Disconnect Resource Forecast
Explanation
Use this activity to connect a resource forecast to a budget/forecast
version.
Prerequisites
- A resource forecast should exist for the project.
- The project doesn't have an active budget using net change budget
control
System Effects
- An existing resource forecast is connected to the selected
budget/forecast version and the ETC Connected column
will be added to the list of project forecast lines.
- If it is a disconnection: The existing resource forecast is disconnected
from
the selected budget/forecast version. When all connections are disconnected
for the selected budget/forecast the ETC Connected column will be removed
from the list of project forecast lines.
- When using update, all the values in the ETC Connected column in the project
forecast lines will be recalculated for the resource forecast. If posting control
changes have been done even the cost elements may be changed.
Window
Project Forecast
Related Window Descriptions
Project Forecast
Forecast Connection
Procedure
Use the following procedure to disconnect a resource forecast from a selected
budget/forecast
version:
- Open the
Project Forecast window, query for the project
budget/forecast version for which you want to disconnect the resource
forecast.
- Right click on the window, click the Forecast Connection menu
option. The Forecast Connection dialog box
will open.
- Select the Resource Forecast tab
- Select the required row and click Remove.
- Click OK.
Use the following procedure to connect a resource forecast to the selected
budget/forecast
version:
- Open the
Project Forecast window, query for the project
budget/forecast version for which you want to connect a resource forecast.
- Right click on the window, click Forecast Connection. The dialog box opens up.
- Select the Resource Forecast tab.
- Press New to enter a new line.
- In the Resource Forecast Version ID field, use the List
button to select an existing set of previously created resource forecasts
that you want to connect to the selected budget/forecast version.
Alternatively, it is also possible to use Select
Batch to select more than one resource forecast.
Note. It is not possible to connect a resource forecast if the project has
an active budget using net change budget control
- Click OK.
Use the following procedure to update a resource forecast from a selected
budget/forecast
version:
- Open the
Project Forecast Info window, query for the project
budget/forecast version for which you want to update the resource
forecast.
- Right click on the window, and click Forecast
Connection. The dialog box opens up.
- Select a row and click Update.
- Click OK.