Create Resource Forecast Versions

Explanation

This activity is used to create a new resource forecast version for a project.

Prerequisites

• A project should exist.
• A forecast type should be setup in Resources/Basic Data/Resource Forecast Type.

System Effects

• A resource forecast version is created.

Window

Project Resource Forecast
Project Resource Forecasts

Related Window Descriptions

Project Resource Forecast
Project Resource Forecasts

Procedure

Use the following procedure to create a new resource forecast version using the Create Resource Forecast Assistant:

1. Open the Project Resource Forecast window.
2. Right click on the window and select Create Resource Forecast. The first step of the Create Project Resource Forecast Assistant opens up.
3. Select the Project ID for which the resource forecast should be made and use the List button to select project from a list.
4. Select the Forecast Type field and use the List button to select a pre-defined resource forecast types.
   
   Note: If the resource forecast version being created is of the same resource forecast type as an existing version, the forecast type of the existing resource forecast version will be inherited into this field.
    
5. Enter a description of the version you plan to create in the Version Description field.
6. Enter a valid Cut-Off-Date. This value will be referenced later on when creating snapshots on a particular project forecast version.
7. Select the Copy From Forecast, if it's required to copy an existing forecast to a new one. If the Copy check box is not selected, an empty forecast will be created.
8. Select the Create Snapshot check box, if it is required to create a snapshot of the forecast version.
9. In the Snapshot Description field it's possible to make a description for the snapshot that will be taken.
10. Click Next or Finish depending on your selection for Copy check box.

If the Copy From Forecast option was selected and Next> button was clicked the Copy From Resource Forecast step will be displayed:

11. You can modify the resource forecast version from which you want to copy by using List button on the Forecast Version field.

          Note: If the resource forecast version being created is of the same resource forecast type as an existing version, the record of the existing resource forecast version will be inherited into the From Forecast Version field..

12. You can clear the Update with Activity Dates checkbox, to allow the new resource forecast to use the start and end dates of the source resource forecast line instead of the activity dates.
13. Clear the Copy Hours Spread check box if it is required that the hours spread on the source resource forecast should not be copied to the new resource forecast. If selected, decide whether it should be the Complete spread or From Cut Off Date.
14. Clear the Set ETC check box if it is required that the ETC field of the forecast lines are not to be calculated based on previous forecast. If this check box is selected then select one of the two options, based on your requirement:

 
• Set ETC Based on Previous EAC: The EAC of the previous version is copied as the EAC of the new forecast version. The ETC will then be calculated to be the difference between the EAC and the hours until the snapshot date and time.
• Set ETC Based on Previous ETC: The ETC of the previous version is copied as the ETC of the new forecast version. The EAC will then be calculated to be the sum of the EAC and the hours until the snapshot date and time.

If the Copy From Project Resource Planning option is selected, then click Next button, to display the Copy From Project Resource Planning step.

11. You can select to use either planned or baseline hours as the ETC hours for the resource forecast version. Baseline hours can only be selected if a baseline has been set for the project.
     

Use the following procedure to create a new resource forecast version using the Project Resource Forecast or the Project Resource Forecasts window:

1. Open the Project Resource Forecast or the Project Resource Forecasts window.
2. Create a new record and enter a forecast type.
3. Enter the project ID.
4. Enter a description for the forecast version. The rest of the information can be registered either now or later.
5. Save the record.