Create Project Spread Profile
Explanation
Perform this activity to create spread profiles which can be
used to distribute hours or amounts into different date ranges or periods in
project resource forecasting and project budgets and forecasts. The purpose of
these spread profiles is to simplify the spreading so that you can select and
use a predefined spread profile to perform the spreading instead of entering
spreading manually per date range or period.
A spread profile can also be set as the default profile for a resource forecast,
cost forecast and/or revenue forecast. When e.g. a resource forecast line is
added in a company the spread profile that is set as default will be proposed
automatically for it.
Prerequisites
System Effects
- A spread profile is created which will be made available for connection to
resource forecast or project budget and forecast lines.
Window
Project Spread Profile
Related Window Descriptions
Project Spread
Profile
Procedure
- Open the Project Spread Profile
window.
- Create a new record in the
header (F5).
- In the Spread Profile ID field enter an ID for the spread
profile.
- In the Description field enter a
description of the spread profile.
- In the Company field enter the company for
which this spread profile is valid. Spread Profile ID together with
Company should be unique. If you do not enter a value in the Company
field this
spread profile will be valid for all companies.
- In the No of Intervals field enter the number of
intervals that should be used in this spread profile. If e.g. 4 intervals
are entered, 4 interval rows with a
proposal of 25 % distribution in each interval will be created automatically when you save the header.
Note. If the number of intervals are increased or decreased later, the
percentage of distribution needs to be updated manually on the rows.
- Optionally, if values are entered for Gradient
and Mid-Point (these fields are hidden by default and need to be
enabled if they should be used) the distribution will be done according to
an S-Curve. In the Gradient field, enter the value to determine the
steepness of the S-Curve. In the Mid-Point field, enter the point at
which half of the cost/revenue should have been distributed. If no values
are entered in the Gradient and Mid-Point the distribution
will be done evenly between the intervals.
- Click Save to save the header.
- Optionally, change the % Distribution on the
intervals so that it suits the spread profile that should be entered.
- Optionally, if the spread profile should be a
default spread profile for the resource allocation, cost
spread and/or
revenue spread select the corresponding check boxes.
Note. Only one spread profile can be default profile for
e.g. resource allocation in the same company. If you select another spread
profile as default profile for the resource allocation in that company, the check
box will be automatically cleared for the previous spread profile.
- Click Save and save the changes in the
interval rows.