Use this form to enter the expected amount of hours on a
project. During a project, you can compare the forecasted number of
hours to the realized number of hours to track the progress.
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the form
The following tables provide descriptions for the controls in
this form.
View or maintain dimensions for the forecast transaction.
Buttons
Button
Description
Update, copy, or delete forecast transactions.
View how a budget transaction would post in the
if it
was an actual transaction.
Click to maintain scheduling information.
Click to view capacity load per day.
Register quotation lines of the type
as hour forecast
lines.
Select to view records for a selected price discount group.
Fields
Field
Description
Select the budget model defined for the project. You can also
select a different budget model.
Select the start date calculated for the current activity. By
default, if you do not select a start date, the current date is
entered.
Select the project that you want to schedule.
Select the activity for which you want to create a forecast.
Select the appropriate category for the forecast.
Select an employee number to allocate a specific employee to a
specific activity.
Status to which the budget transaction is attached.
Identification of transaction.
Enter information about the transaction.
Enter the hours that you want to allow for the project.
Enter a cost price. The amount you enter here overrules the
amount specified on the project.
Enter the invoice currency of the transaction.
Specify a fixed exchange rate for the sales price.
Sales price per hour of the current transaction.
Indicates that the transaction is included in the budget.
Date when the record was last modified by user.
Displays line number for identification.
Specify the work center that should be used.
Specify the maximum workload allowed on the work center for the
current forecast line.
Select a task dependency.
Specify the type of task dependency.
Select this check box to schedule according to defined work
time.
If you select this check box, the planning function will reserve
capacity on the current budget line if the planning is performed
with limited capacity.
Enter an alternative work center task group. You define task
groups in the
form. A task group is a selection of work centers.
You can specify a grading level to be attached to the
alternative work center task group. You enter the minimum grading
level required for a task-group work center to perform the current
task.
Select a work center. When you schedule the project, this work
center will be assigned to perform the activity.
View the forecasted invoice date. The invoice date calculated
for forecast transactions is based on the sum of the invoice date
plus the invoice frequency defined on the invoice project.
View or edit the elimination date. When the forecast is created,
the elimination date is set to the end date of the estimate
project. If the estimate project has no end date, the project date
will be applied. This applies to fixed-price projects and
investment projects.
Expected payment date of the cost. The date is calculated by
adding project date and the terms of payment set up for expenses in
the project parameters.
Expected payment date of the revenue. The date is calculated by
adding the invoice date plus individual buffer days from the
contract project plus general buffer days from the project
parameters.
Select a link type.
If you select this check box, the scheduled operation time will
be determined by the working hours specified in the calendar
attached to the current work center. If you leave the check box
blank, Microsoft Dynamics AX cannot reserve capacity on the current
budget line.
Displays the work center that is assigned to perform the job as
soon as planning is finished.
Forecast lines can be divided into multiple lines. The work
center available hours determines how a task is distributed over
time considering how other tasks are already allocated.
The start time calculated for the current activity.
The end date calculated for the current activity.
The end time calculated for the current activity.
Select the department for the hour forecast that you are
creating.
Select the cost center for the hour forecast that you are
creating.
Select the purpose for the hour forecast that you are
creating.
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