Revenue Forecast Generation

Revenue Forecasts are generated in this screen for the selected Revenue Forecast Period. Refresh and Rebuild options are also provided, as described below.

Generate Options

• Generate
  This button option creates new revenue forecasts that do not already exist for the period. It does not update existing forecasts.

• Rebuild
  This button option rebuilds the forecast spread from the previous forecast period for all unforecasted lines. "WARNING - any existing spreads on unforecasted lines will be overwritten.

• Refresh
  This button option refreshes the Balance to Bill, Adjustment and Billed This Period figures on existing forecasts.
  It does not create new forecasts and only applies to unapproved lines.

• Access to Generate Options
  The Control Parameter 'Revenue Forecast Closing' controls the access to these buttons. They are greyed out where the settings disallow the generation or updating of forecasts through the relevant period being closed. See the Control File Parameters Setup section above for detailed descriptions of these settings

• Spreads from Previous Forecasts
  When creating a new forecast the spread values from the previous period will be copied forward into the next forecast period, dropping off the first period from that previous forecast e.g. if the previous forecast was 2009/3, there would have been a forecast value in the 2009/3, 2009/4, 2009/5 etc. In creating the 2009/4 forecast, the 2009/3 value will; be dropped off, but the 2009/4, 2009/5 etc values will be brought forward. They can then be edited.
  

Display Options

• Selection Options
  Filtering of the Jobs to display or to be included in the Generate, Rebuild and Refresh options are entered here

• Show All Columns
  By default, based on the ' Revenue Forecast Hide Columns' Control Parameter, certain columns can be hidden from the display. Note that this is a system default, not user based. Clicking the 'Show All Columns' button displays these hidden columns. Note to hide a column, highlight that column in the data display, and after a right mouse click select the Hide Columns option

• Print
  This button option accesses the printing of Crystal Reports for Revenue Forecasting

• Revenue Forecast Period
  The Year / Period for which the forecast is being created is displayed. The arrow scroll button allows scrolling between periods

• Start Display Period
  The first period to display for entering the forecast spread values. Any spread values entered for periods prior to this will display in the Prior Periods column

• Revenue Forecast Mode
  Displays the setting for the ' Revenue Forecast Mode' Control Parameter. 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 similarly but roll up the forecasts to the Header (Level 1) jobs.