Period Field. If you select a period, PMWeb only loads transactions assigned to the selected period plus all chronologically earlier periods in the Forecasts Details Tab Table. Transactions after the selected period and transactions not assigned to any period will not be included. If you leave To This Period empty, all transactions are eligible to be included. (See the Snapshot Button topic in Forecasts Header Toolbar for information about loading transactions.)
If these options are unchecked - which is the default for each - only records with a Status of "Approved" in the Cost Ledger are used to calculate the automatically loaded fields. If any are checked, records of that type with a Status of "Pending" will also be included. (See the Snapshot Button topic in Forecasts Header Toolbar for information about loading transactions.)
