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Index

Forecasts Details Tab Toolbar

 
Forecasts Details Tab Toolbar
1

Edit Line Button

1. Edit Line Button
2

Add Cost Codes Button

2. Add Cost Codes Button
3

Delete Line Button

3. Delete Line Button
4

Update Tasks Button

4. Update Tasks Button
Use this button to copy the latest % Complete, Start, and Finish from linked tasks in the project schedule into lines in the forecast.
5

Refresh Table Button

5. Refresh Table Button
6

Paste From Excel

6. Paste From Excel
7

Export To Excel Button

7. Export To Excel Button
8

Production Button

8. Production Button
PMWeb Production records track the completion of work units. You can use that information to update your Forecast. If you click the Production button, the Production dialog opens. If you select a Production record and then click Save & Exit, the dialog closes and the data from the Production record is transferred into the Forecast lines.
 
  • Cost Codes in Production are used to match lines in the Forecast
  • Current Quantity from Production updates the Quantity Completed field in the Forecast
  • % Complete is recalculated for you as (Quantity Completed/Quantity To Complete) times 100
 
9

Use Units Checkbox

9. Use Units Checkbox
10

Layouts Button

10. Layouts Button
11

Preview Conversions Button

11. Preview Conversions Button