Forecast Progress Claims

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The Forecast Progress Claims screen manages the creation of forecasts that can be used to forecast revenue. Forecast progress claims are entered independently and do not drive the raising of claims.

Each forecast progress claim has two dates. The original forecast is the first date entered by the supervisor to forecast a job's stage completion. The revised date may be replaced many times as a job's circumstances change, or when an original date has passed.

At any time a comparison can be made between the forecast and the actual claims.

 

Procedures

Creating A Forecast Progress Claim

1. Click New. The Forecast Progress Claim dialog will be displayed.

2. Enter the details.

3. Click OK. The dialog will close a new forecast progress claim will be created.

To create the periods and allocate them to jobs, see Forecast Claims Period*.