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Forecasts Header Fields

 
 
Forecasts Header Fields
1

Project* Field

1. Project* Field
Required. Project Field
2

Record #*

2. Record #*
Required. Enter an alphanumeric ID for the record. This must be unique by project.
3

Description Field

3. Description Field
4

To this Period Field

4. To this Period Field
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.)
5

Reference Field

5. Reference Field
6

Currency Field

6. Currency Field
7

Category Field

7. Category Field
8

Revision Field

8. Revision Field
9

Date Field

9. Date Field
10

Status Field

10. Status Field
11

Options

11. Options
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.)
12

Earned Value Chart Hyperlink

12. Earned Value Chart Hyperlink
Click the hyperlink to open a graph showing:
  • PV - Planned Value
  • EV - Earned Value
  • AC - Actual Cost
 
...for a calendar year. See Forecasts Details Tab Table for details about how these values are calculated.