Copy Resource Forecast Version

Explanation

This activity is used to create a new forecast by copying data from an existing resource forecast version.

Prerequisites

• A project should exist.
• A forecast type should be setup in Resources/Basic Data/Resource Forecast Type tab.
• A resource forecast should exist.

System Effects

• A new resource forecast version is created.

Window

Project Resource Forecast
 

Related Window Descriptions

Project Resource Forecast

Procedure

Use the following procedure to create a copy of an existing resource forecast version using the Create Resource Forecast Assistant:

1. Open the Project Resource Forecast window.
2. Right click on the window and select Create Resource Forecast. The first step of the Create Project Resource Forecast Assistant opens up.
3. Select the Project ID for which the resource forecast should be made and use the List button to select a project.
4. Select the Forecast Type field and use the List button to select a predefined resource forecast types.
   
   Note: If the resource forecast version being created is of the same resource forecast type as an existing version, the forecast type of the existing resource forecast version will be inherited into this field.
    
5. Enter a description of the version you plan to create in the Version Description field.
6. Enter a valid Cut-Off-Date. This value will be referenced later on when creating snapshots on a particular project forecast version.
7. Click Copy From Forecast.
8. Select the Create Snapshot check box, if it is required to create a snapshot of the forecast version.
9. In the Snapshot Description field it is possible to make a description for the snapshot that will be taken.
10. In the Snapshot Matching field, select the default option for the calculation rule on the new forecast when connecting and matching snapshots. It can either be EAC Recalculated or ETC Recalculated. This field will be used when an ETC has not been set from a copied forecast.
11. Click Next.
12. You can modify the resource forecast version from which you want to copy by using List button on the Forecast Version field.

          Note: If the resource forecast version being created is of the same resource forecast type as an existing version, the record of the existing resource forecast version will be inherited into the From Forecast Version field..

13. Clear the Copy Hours Spread check box if it is required that the hours spread on the source resource forecast should not be copied to the new resource forecast. If selected, decide whether it should be the Complete spread or From Cut Off Date.
14. Clear the Set ETC check box if it is required that the ETC field of the forecast lines are not to be calculated based on previous forecast. If this check box is selected then select one of the three options, based on your requirement:

 
• Leave ETC Empty: No values will be inserted into the ETC field of the new forecast version.
• Set ETC Based on Previous EAC: The EAC of the previous version is copied as the EAC of the new forecast version. The ETC will then be calculated to be the difference between the EAC and the hours until the snapshot date and time.
• Set ETC Based on Previous ETC: The ETC of the previous version is copied as the ETC of the new forecast version. The EAC will then be calculated to be the sum of the EAC and the hours until the snapshot date and time.