Forecast Data Entry Form – ContinuedForecast Data Entry Form – Continued

Form Navigation By default the BFA Data worksheet (and therefore the Forecast Data Entry form) is organized by Cost Codes. The navigation buttons allow you to move from Cost Code

Evaluated Conditions for the Forecast Data Entry FormEvaluated Conditions for the Forecast Data Entry Form

Multiple conditions are evaluated each time the Forecast Data Entry form loads a Cost Code and Account Category. Evaluated conditions are as follows: Whether the selected line item is a

Forecast ChangesForecast Changes

Declared Value Changes Often the Project Manager knows the status of the Project better than the actual data portrays. It is for this reason that project managers can enter/declare units

Columns Affected in BFAColumns Affected in BFA

Changes you make in the Current Positions column in the Forecast Data Entry form appear in the Declared % Complete column on the BFA workbook. Changes you make on the

Action ButtonsAction Buttons

The Action buttons appear only in Forecast mode. These buttons are enabled based on specific processing conditions. Button Enabled when… Action Clear … an entry is made in the FAC

Entering and Making Changes – Forecast Data Entry FormEntering and Making Changes – Forecast Data Entry Form

To enter an FAC Change: In the Forecast Data Entry form, navigate to the appropriate Cost Code or Account Category. Ensure the FAC vs. FTC option is set appropriately. Enter

Marking Changes – Forecast Data Entry FormMarking Changes – Forecast Data Entry Form

Changes to a Cost Code or Account Category are highlighted in several ways: The Cost Code row on the Forecast Data worksheet is changed to bold and italics and appears

Cost Code ChangesCost Code Changes

Special conditions exist while working with Cost Code level changes. When you change the %Spent or Production Units and tab out of the field, the following prompt will appear: If

Entering Notes for Cost Codes or Account CategoriesEntering Notes for Cost Codes or Account Categories

In Forecast mode, Notes for Cost Codes or Account Categories can be entered either directly in the BFA worksheet or in the Forecast Data Entry form. To enter a Note

Approving Your ForecastApproving Your Forecast

The Spitfire Forecast document controls access to your forecast and also controls when that forecast is approved/posted. Once approved, the forecast figures are posted and can no longer be edited