This procedure allows you to define forecast threshold approval values for all the levels.
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In the Template Details panel, click the Forecast Admin tab.
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Update values as indicated below:
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Approval Thresholds L1 - Enter the required approval threshold value for level 1.
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Approval Thresholds L2 - Enter the required approval threshold value for level 2.
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Approval Thresholds L3 - Enter the required approval threshold value for level 3.
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% Complete Threshold L1 - Enter the required approval threshold percentage for level 1.
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% Complete Threshold L2 - Enter the required approval threshold percentage for level 2.
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% Complete Threshold L3 - Enter the required approval threshold percentage for level 3.
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% Complete Threshold L4 - Enter the required approval threshold percentage for level 4.
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% Complete Threshold L5 - Enter the required approval threshold percentage for level 5.
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Click the ellipsis to select the values of the following:
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Apply Thresholds to Transfers - Select Yes or No.
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Approval Type L1 - Select the required approval type for level 1.
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Approval Type L2 - Select the required approval type for level 2.
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Approval Type L3 - Select the required approval type for level 3.
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Method Type L1 - Select the required method type for level 1.
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Method Type L2 - Select the required method type for level 2.
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Method Type L3 - Select the required method type for level 3.
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Method Type L4 - Select the required method type for level 4.
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Method Type L5 - Select the required method type for level 5.
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The available method types:
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ACCO - Actual plus Open Commitment
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CBGT - Current Budget
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CCPI - Current CPI
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CFCT - Current Forecast
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EAAC - Greater of EAC or Actual
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Based on the % Complete Threshold Level value of the project in the Forecast screen, the method type corresponding to the threshold level is used to calculate the New EAC (Estimated Actual Cost).
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Click SAVE.