Establish Multi Project Forecast - EcoSys - 4.02 - Help - Hexagon PPM

EcoSys Projects Help (4.02)

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English
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EcoSys
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Project
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EcoSys Standard Version
4.02

In multiple forecasting, you can select multiple projects at a time and then process forecasting.

  • Forecast methods for selected project period can be established only when the last forecast period (one less than current period) is up to date.

  • Skipping period forecasting is not recommended.

  • Future Exchange Rate Tables calculation are not applicable in Multi Project Forecasting.

Follow the steps below to establish multi forecasting.

  1. Navigate to Forecasts > Multi Project Forecast.

  2. In the Project Controller Navigation Register panel, select the required project controller ID.

  3. On the right-hand side, at the top of the screen, in the tool bar, click the ellipsis to select the required project in the below fields:

    1. Project Controller - Select the project controller

    2. (Optional) Project Manager - Select the project manager

    3. (Optional) Portfolio - Select the portfolio

    4. Project Period - Select a project period

    5. (Optional) Project - Select the project

  4. If required, click the Refresh icon to update the screen.

  5. In the Forecast Settings panel, select Project Level Forecasting for the projects you want to forecast.

  6. Click SAVE.

    • You can proceed further to establish multi forecasting for the selected projects only when you save the selection.

    • The Smart Build projects which have SB_Project_UID defined in the project setup appear as read only. These projects are represented in grey fields.

      Multi Project Forecast_4.02