Manually Establish and Update Forecast Detail Line Items - EcoSys - 3.01 - Help - Hexagon PPM

EcoSys Projects Help (3.01)

PPMProduct
EcoSys
PPMCategory_custom
Help
Version_EcoSysStand
3.01

The Time-Phasing Manual Details panel is used to manually spread line items Costs, Quantities, and Hours for the cost control objects with Time-Phase Forecast and Manual Details forecast methods. After these forecast methods are assigned to cost control objects, run the Refresh Time-phased Forecast action. This defaults the Time-Phased Method to Manual in the Forecast Time-Phasing panel.

If a cost control object’s forecast method is Time-Phased Forecast, then delta values will always be 0, because time-phased values replace the total values.

Follow the procedure below to establish time-phasing for line items.

  1. Navigate to Forecasts > Forecast.

  2. Click the Time-phasing tab.

  3. In the Forecast Time-Phasing panel, click the Time-phased Cost hyperlink for a cost control object with Manual time-phasing method. The Time-Phasing Manual Details panel appears.

  4. Click the Details tab.

  5. Type the estimated Quantity of resources for the required year and month.

    For example, if the quantity for the year 2020 and month November is to be estimated, type the value in the Nov 2020 Quantity column.

  6. Type the estimated number of Hours for the required year and month.

    For example, if the hours for the year 2020 and month November is to be estimated, type the value in the Nov 2020 Hours column.

  7. Type the estimated amount of Cost for the required year and month.

    For example, if the cost for the year 2020 and month November is to be estimated, type the value in the Nov 2020 Hours column.

  8. Click SAVE. The Time-Phased ETC Cost, Time-Phased EAC Cost in Object Currency and ETC Delta Cost auto-populate.

    Validate that the Delta fields’ background color are green and have a 0 value. If not, update values until all Delta amounts are 0, indicating that the total time-phased Cost, Quantity, and Hours match corresponding line item amounts on the Details tab.

    • Slide the spreadsheet splitter bar to the right to view additional balancing-related fields.

    • You can customize the view of the Time-Phasing Manual Details panel from the view settings.