Control File Parameters
Parameter Name | Description | Valid Values |
Revenue Forecast Management Colors | Defines the four colours used to code years in the Revenue Forecast Management screen. Can be a Basic Color or a Color value as an Integer in a comma delimited list with 4 values specified. | Blue, Red, Black, Green, Purple, Orange, Yellow |
Revenue Forecast Mode | This determines how revenue is forecasted per Job. The Both option provides for separate forecasts for Time (Activity Type) and Other costs. Time provides for forecasting time only. All provides for a single forecast of all revenue. The Header options are similarr but roll up the forecasts to the Header (Level 1) jobs. | All, Both, Time, Header All, Header Both, Header Time |
Revenue Forecast Year | Determines the depth of history used when calculating To Bill on the Revenue Forecast Management Screen. All will use all past periods when calculating the Revenue Budget and Billed to Date values used in the to Bill calculation. Current, will only look back to Period 1 of the current forecast year. | All, Current |
Revenue Forecast Closing | If set to This Period: For the Revenue Forecast Period displayed, if in Period Ends the AR flag for this Revenue Forecast Period is set to closed then the Generate, Rebuild and Refresh buttons in the Revenue Forecasting screen are greyed out to ensure no re-creation of previous forecast data. If set to Previous Period: For the Revenue Forecast Period displayed, if in Period Ends the AR flag for the period prior to this Revenue Forecast Period is set to closed then the Generate, If set to This Period: For the Revenue Forecast Period displayed, if in Period Ends the AR flag for this Revenue Forecast Period is set to closed then the Generate, Rebuild and Refresh buttons in the Revenue Forecasting screen are greyed out to ensure no re-creation of previous forecast data. If set to Previous Period: For the Revenue Forecast Period displayed, if in Period Ends the AR flag for the period prior to this Revenue Forecast Period is set to closed then the Generate, Rebuild and Refresh buttons in the Revenue Forecasting screen are greyed out to ensure no re-creation of previous forecast data. If set to None: The Generate, Rebuild and Refresh buttons in the Revenue Forecasting screen are always available | None, This Period, Prev Period |
Revenue Forecast Hide Columns | A comma delimited list of column names that will by default be hidden in the Revenue Forecast screen | {A comma separated list of column names} |
Admin Functions
Admin Function | Description |
Revenue Forecast Own Jobs Only | In the Revenue Forecast Management screen, restricts the logged in user to jobs for which he/she is the Job Manager. |
Revenue Forecast Entry | In the Revenue Forecast Management screen, allows Revenue Forecasts to be entered and edited. |
Revenue Forecast Disable Rebuild | If granted, the Rebuild button on the Revenue Forecast Management screen is disabled. |
Revenue Forecast Approval | In the Revenue Forecast Management screen, allows Revenue Forecasts to be approved and unapproved. |
Criteria for Inclusion
Where the Control Parameter 'Revenue Forecast Mode' is All, Both or Time; Jobs included are those where
the 'Forecast Revenue ' checkbox on the Additional tab of Job Maintenance is ticked AND
(the Job is not Finalised or it has a Finalised Date in the current forecast period or later).
This allows for a job to be included in the forecast where it has been invoiced and Finalised in the current reporting period
Where the Control Parameter 'Revenue Forecast Mode' is Header All, Header Both or Header Time, Jobs included are Level 1 Header Jobs where the 'Forecast Revenue' checkbox on the Additional tab of Job Maintenance is ticked AND
(the Level 1 Header Job is not Finalised or it has a Finalised Date in the current forecast period or later). This allows for a job to be included in the forecast where it has been invoiced and Finalised in the current reporting period. For these 'Header' options, by default all subjobs of the Level 1 Header job will be rolled up into the forecast for the job, regardless of whether the ' Forecast Revenue ' checkbox on the Additional tab of Job Maintenance for the subjobs is ticked or not.