Rolling Planning - Forecast#
General#
The "Forecast" sub-module of rolling planning is presented below.
With the help of rolling planning, you can view the current status and progress of your project at a glance and at the same time have access to the further planning process in order to minimize planning uncertainties. The planning can be updated on an ongoing basis.
Versioning allows you to track project development at any time. Both the past and the expected future and, if necessary, the present can be compared and reconciled.
Note
The forecasting sub-module can be used independently of the distribution sub-module, but the two complement each other perfectly.
Note
"Rolling planning (forecast)" is an activation module that can only be used with additional licensing and activation.
Setup#
Projects Setup#
Forecast#
| Field | Description |
|---|---|
| Forecast Active | Activate the switch to use the forecast. |
| Style Addition Expenses Warning |
|
| Style Addition Expenses crit. Warning Addition Expenses Warning (Percent) Addition Expenses crit. Warning (Percent) Addition Expenses crit. Warning (Percent) Style Deficit Expenses Warning Style Deficit Expenses crit. Warning Deficit Expenses Warning (Percent) Deficit Expenses crit. Warning(Percent) |
These fields make it possible to define the coloring and percentage thresholds for cost overruns or underruns in the forecast views. This determines when and in which color the figures are displayed. Example: If the cost overrun is 5%, the cost values should be displayed in light red (= Style Attention) and in dark red (= Style Unfavorable) if the cost overrun is 10%. |
| Style Addition Expenses Warning Style Addition Expenses crit. Warning Addition Expenses Warning (Percent) Addition Expenses crit. Warning (Percent) Style Deficit Expenses Warning Style Deficit Expenses crit. Warning Deficit Expenses Warning (Percent) Deficit Expenses crit. Warning (Percent) |
These fields make it possible to define the colors and percentage thresholds for revenue overruns or underruns in the forecast views. This determines when and in which color the figures are displayed. |
| Allow edit Origin Values | As soon as the switch is activated, the values of the original version may be changed in the forecast view, and thus also the original version. |
| Style First Version | Colored representation of the values of the first WBS version to be compared in the forecast comparison matrix. |
| Style Second Version | Colored representation of the values of the second WBS version to be compared in the forecast comparison matrix. |
| Style Third Version | Colored representation of the values of the third WBS version to be compared in the forecast comparison matrix. |
| Style Additional Lines | Colored display of transferred supplement lines (=WBS lines) in the original budget. This allows the transferred supplements from a WBS version to the original version to be distinguished from each other by color. |
| Comparision Sorting | Specifies whether the comparison values in the "Forecast comparison view" should be displayed side by side or grouped in departments. Side by side means that the same fields of each version are displayed directly next to each other (e.g. the actual quantities of all 3 versions). Department view means that all fields of the "Quantity" department (of version 1 then version 2 then version 3) are displayed first, then all fields of the "Cost price" department (of version 1, version 2 and then version 3) are displayed, etc. |
| WBS Open Page After New Version Creation Options | Specifies which version should be displayed automatically after executing the "Create new version" function. You can choose from the following options:- previous version - original version - new version In most cases, it makes the most sense to select the "new version" as it can be used directly. |
| WBS Page After New Version Creation | Specifies which page is to be opened with the version defined in the above field after the "Create new version" function has been executed. You have several pages to choose from. |
Rolling Planning#
The other non-editable fields in the "Forecast" and "Distribution" groups show whether there are corresponding facilities. If facilities are available, this is indicated by "Yes". Clicking on "Yes" or "No" takes you to this facility. For the "Forecast" sub-module, the individual facilities are: "Comparison fields facility" and "New version facility".
Forecast Comparison Fields#
On the "Forecast comparison fields" page, you determine which fields are to be displayed in the comparison matrix of the "WBS forecast comparison view". A default configuration is created the first time it is used and missing fields can be added.
In addition, the fields can be assigned to a department; this is particularly relevant if the "Department" option has been selected in the "Forecast comparison sorting" field in the "Projects setup". In this case, the fields in the comparison matrix are grouped according to these departments.
The values in the "Sorting" column determine the order in the comparison matrix. This order is done in 10 steps so that new fields can easily be inserted between the existing ones. The lower the number, the further to the left the field is in the matrix.
The "Cross-version" checkbox is used to define fields that are not displayed per version, but are displayed once across versions. The "Description" field is a field that is well suited to being displayed across versions.
WBS new version report options#
On the "New WBS version option values" page, you determine which selection fields are to be displayed on the query page when the "Copy WBS" function is executed via the "Create new version" menu item.
It is recommended to keep the view as minimal as possible. Ideally, no fields appear on the query page, not even the field for selecting the WBS version (source version) to be copied. Without this selection, the active version is automatically used as the source.
User Setup#
| Field | Description |
|---|---|
| Allow Edit Origin Budget | Controls that a PSP version marked as the original version may be modified, although this is not normally possible. |
| Allow Set Origin Budget | Controls that a WBS version may be defined as the original version by setting the field with the same name on the WBS header. Original versions may no longer be changed. |