Manually Establish Forecasting Methods - EcoSys - 2.03 - Help - Hexagon PPM

EcoSys Help - Projects (2.03)

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EcoSys Standard Version
2.03

This procedure allows you to establish a forecast method manually for each cost control object. If an object has a Cost Control Level assignment, the Forecast Method column will appear in yellow background. If a forecast method is not assigned, the Forecast Method will default to Current Forecast.

When the Forecast Method is modified, always run the Refresh Time-Phased Forecast action.

  1. Navigate to Forecasts > Forecast.

  2. In the Project Navigation Register panel:

    1. (Optional) In the green parameter bar, click the Project Controller ellipsis to select the project controller. All the projects that are controlled by the selected project controller are displayed.

    2. (Optional) In the green parameter bar, click the Portfolio ellipsis to select the portfolio to which the project belongs to.

    3. (Optional) In the green parameter bar, click the Location ellipsis to select the location of the project.

    4. Select the required project row to view and edit its project details. The project details are displayed on the right-hand side.

      (Or)

      On the right-hand side, at the top of the screen, in the green parameter bar, click the Project ellipsis to select the required project.

  3. If required, click REFRESH to update the screen.

  4. Click the Forecast tab.

  5. Click the Forecast Method ellipsis to select the required forecast method. The available forecast methods are listed below:

    • ACCO – AC + Open Commitment

    • CBGT – Current Budget

    • CCPI – Current CPI

    • CFCT – Current Forecast

    • EAAC – Greater of EAC or AC

    • MEAC – Manual EAC

    • METC – Manual ETC

    • MDET – Manual Details

    • MPRF – Manual Factor

    • PRJD – Project Default

    • TFCT – Time Phased Forecast

  6. Click the Save icon.

    The columns that contain data used to generate the forecast appears in a green background.