Budget/Forecast

Under this tab you can register a budget and forecasts for the project. Normally, the budget of the project is handled in the start phase of the project and is rarely changed at a later time. Instead you use forecasts which you adjust during the process of the project.

The rows shown in the table are all costs/income which might occur for the project you have loaded. The project type determines which C/I types should be displayed. The C/I types which concern income are located at the top of the table, and under them you find the costs. Cost types which contains both costs and income are placed above the ones with only costs.

By using the Show in groups button you can choose if costs and income should be displayed grouped in costs/income groups. Costs/income groups are displayed in bold font and adds together costs and income for the included C/I types. You register costs/income groups under the C/I groups tab in the Basic dataClosed With "basic data" we refer to the static records in a database, for example parts, customers, users, work centers, etc. – Project procedure.

Time

You can register budgeted hours for C/I types which concern cost or cost/income. Out of the fixed cost types it is the type Work – Manufacturing order for which hours should be possible to budget. If the basic data has a cost/hour entered, then the cost for the same row will be affected by the time you enter.

Cost

The budgeted cost can be affected if time is entered. You can enter cost if the C/I type handles costs or cost/income.

Income

You can enter budgeted income if the C/I type handles income or cost/income.

You can update the forecast by copying from budget or expected result using the button.

Time

You can register forecast hours for C/I types which concern cost or cost/income. Out of the fixed cost types it is the type Work – Manufacturing order for which hours should be possible to forecast. If the basic data has a cost/hour entered, then the cost for the same row will be affected by the time you enter.

Cost

The forecast cost can be affected if time is entered. You can enter cost if the C/I type handles costs or cost/income. The cost can also be affected if the value in the columns under Difference Forecast – Budget is altered.

Income

It is possible to enter forecast income if the C/I type handles income or cost/income. The cost can also be affected if the value in the columns under Difference Forecast – Budget is altered.

The following fields will become updated if you change anything in the budget or the forecast.

Cost

The difference between forecast cost and budgeted cost. This field is available if the cost is possible to enter for the cost type. The forecast will be affected if you make changes in this difference column.

Income

The difference between forecast income and budgeted income. This field is available if income is possible to enter for the cost type. The forecast will be affected if you make changes in this difference column.

In these columns you will see the expected result of time, cost, and income. For a main project it is possible to include the expected result from the sub-projects. By default, only records from the main project are loaded, but by using the button Select project it is possible to select to show data from sub-projects.

If you have chosen to include sub-projects and then copy Expected result to Forecast, then the sub-project's expected result will also be included in the main project's forecast.

In the Users procedure you can configure if you want sub-projects to be loaded by default when a main project is loaded.

In these columns you see the actual result of time, cost, and income.

For a main project it is possible to include the results from the sub-projects. By default, only records from the main project are loaded, but by using the button Select project it is possible to select to show data from the sub-projects.

In the Users procedure you can configure if you want sub-projects to be loaded by default when a main project is loaded.