Compliance Tracking – Step 11: Contacts
If you have created a new role (such as Compliance Staff) and used it in a predefined route, you need…
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Documentation
Compliance Tracking – Step 12: Test
You can run through this test to see to see it all is working as you expect. If there are…
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Forecast Document
Prerequisite Before a Forecast document can be created, your project must have an Approved Initial Budget. The BFA workbook in…
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BFA Workbook in Forecast Mode
The Forecast document controls access to the BFA workbook. To open the BFA workbook in Forecast mode: Open a Forecast…
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Forecast Data Entry Form
The core objectives of the Forecast Data Entry Form are 1) the review of current data on a Cost Code…
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Forecast Data Entry Form – Continued
Form Navigation By default the BFA Data worksheet (and therefore the Forecast Data Entry form) is organized by Cost Codes….
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Evaluated 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…
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Forecast Changes
Declared Value Changes Often the Project Manager knows the status of the Project better than the actual data portrays. It…
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Columns Affected in BFA
Changes you make in the Current Positions column in the Forecast Data Entry form appear in the Declared % Complete…
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Action Buttons
The Action buttons appear only in Forecast mode. These buttons are enabled based on specific processing conditions. Button Enabled when……
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