Generate Cost Forecast by Activity/Cost Type (tpppc2226m000)

Field Information

Selection Range

Project

The From and To fields define a range of: projects based on which cost forecast for a time phased budget is generated.

Note: The Project Status for the selected projects must be Active status.

Activity

The From and To fields define a range of: activities based on which cost forecast for a time phased budget is generated.

Settings

Registration Date

The date for which forecast is generated. The registration date is used to check for the budget version with status Actual or Final and the Start Time before the given registration date.

Include Activities with Status Free

If this check box is selected, the activities with work authorization status Free is considered for generating the cost forecast. If this check box is cleared, only the activities with work authorization status Released, Finished or Closed is considered.

Forecast as Base

Generate Empty Forecast

If this check box is selected, empty forecast lines are generated for Activities and Cost Types without calculating any forecast amounts.

If this check box is cleared, the application generates forecast cost amounts for each Activity and Cost Type based on:

• Actual costs
• Budgeted amounts
• Project forecasts
• Estimate-to-complete rules

Note: 

• This check box can be used when you want to enter the first forecasts in the forecast lines manually.
• If an existing forecast is generated using this option, previously calculated forecast amounts may be cleared.
• A blank forecast is generated based on the project’s structure.

Generate from Previous Date

If this check box is selected, the previous date's data is generated as lines for the actual date. If you select this check box the budget amount is specified in the Cost Forecast by Activity/Cost Type (tpppc2126m000) session in the forecast method of your choice.

Aggregate Actuals from Project Start Date

If this check box is selected, all the data from the start date of the project is generated as lines for the actual date and the budget amount is specified in the Cost Forecast by Activity/Cost Type (tpppc2126m000) session in the forecast method of your choice.

Aggregate from Cost Object

If this check box is selected, the cost forecast is evaluated by cost object and the forecast lines are aggregated by cost object to the cost type level.

Add Percentage

The percentage by which the calculated forecast amount must be increased or decreased.

Note: 

• The default is 0%, however, you can specify a value from -99% to 999%.
• This field is disabled if the Generate Empty Forecast check box in the Forecast as Base or Budget as Base sections is selected.

Budget as Base

Generate from Top Down Budget

If this check box is selected, the application generates cost forecast amounts based on the top‑down budget version of the project. The top-down budget amount is specified in the Cost Forecast by Activity/Cost Type (tpppc2126m000) session. The budget version with status Actual or Final is only considered.

Generate from Time Phased Bottom Up Budget

If this check box is selected, the budget and cost‑type amounts are generated from the project budget, which can be viewed in the Project Budget by Period (tpptc3111m000) session.

Note: This check box is enabled only if the Aggregate from Cost Object check box is cleared.