Writeback for Project Forecast Item in End User Mode

This is a guide on main things to remember when you execute a designed project forecast item information report with fields enabled for writeback.

Perform Writeback

How to perform writeback can be found in the Perform Writeback activity. Follow the steps in it with the appropriate project forecast item report selected.

Priority Order in Writeback

In IFS Cloud when you change a value in project forecast information the calculation for the rest of the currencies and other fields is done automatically by the system. In IFS Business Analytics you should manually modify all the fields you need that are enabled for writeback. Since there are many numeric fields that contain estimated values in different currencies, a priority order has been preset when writing back values. This priority order is given below.

Priority Order of Currency Values

For projects with a single currency:

1. Base Currency
2. Project Currency

For projects with Multi-Currency:

1. Transaction Currency
2. Base BF Currency
3. Project

Priority Order of Estimated Values

1. EAC
2. ETC
3. ETC Adjustment

Notes:

• The following formulas have been used when recalculating values for the above prioritized writeback.

ETC = Adjustment + ETC CCO + ETC Connected
EAC = ETC + Used + Committed
EAC = Adjustment + ETC CCO + ETC Connected + Used + Committed

• It is recommended that writeback is used only when the Online mode is enabled. If data mart or incremental load is used there may be a mismatch in the expected results as the data that is used for editing may not be the current data. Incremental load is enabled for the project forecast item information source.

Validations

You will get an error message if any of the following has not been completed.

When Modifying Values in Writeback Enabled Fields in a Report:

1. A cost line should only contain estimated cost values and a revenue line should have estimated revenue values.
2. An exception line cannot be modified.
3. A project cost/revenue element should be entered for each line.

When Inserting new lines in a Writeback Enabled Report:

1. A project cost/revenue element should be entered for each new line that is added.
2. There should be a currency code defined for each line.
3. If the project ID is not entered it will be retrieved from the forecast.
4. If the item type has not been entered it will be retrieved using the project cost/revenue element. The cost/revenue element should not be a Node type.
5. The default spread type should be set to Manual if the default profile is Manual.

Limitations

The following are limitations in IFS Business Analytics which will be addressed soon, until then you will need to handle them manually.

1. You should enter each Item ID manually for the new lines.
2. The Fetch Dimension Details checkbox should be cleared when inserting new lines.
3. A valid date should be entered for each new line that is entered.