Spread Forecast Amount
Explanation
Cost/revenue spreading is usually done on a budget/forecast line if the ETC
cost/revenue needs to be distributed into specific time periods when they are
most likely to occur. It will be possible to spread cost/revenue into accounting
periods manually as well as to get assistance with distributing the budgeted/forecasted
amount using pre-defined spreading profiles. It is only possible to spread the
part of the ETC that is not connected to a resource forecast or a contract change
order.
Following options are available to choose from, when spreading with profile;
- Use Spread Profile from Line: Spreads cost/revenue as defined
on the budget/forecast line.
- Override Spread Profile on Line: Enables the selection and entry
of spread profiles different from those defined on the budget/forecast line.
The cost/revenue spread amounts can be viewed and modified in Forecast
Spread Details.
Prerequisites
- A project budget/forecast line with an ETC amount that has not only
been generated from resource forecast connections, should exist.
- The Cut-Off Date specified on the project budget/forecast version
should reside on an accounting period that exists for the company of the
project.
System Effects
- The adjusted part of the ETC amount is spread over the accounting periods
between (and including) Start Date and End Date.
- The Spread Profile option is selected to indicate that the cost/revenue
has been spread into accounting periods.
- The ETC Spread Date Exception is switched on if there exists
amounts spread outside the Start Date and End Date.
- If the Start Date and End Date are not specified, the
system will fetch them from the Project Work Breakdown Structure based on
start and end dates of the Project, Sub Project and Activity of the budget/forecast
line.