The lifecycle dropdown can be used if budgeting hours against a particular phase. By selecting a lifecycle phase, it will copy the start and end dates into each resource row. The lifecycle dropdown also has a Whole of Project selection which pulls the start and end dates of the project.
If desired, the individual resource data can then be altered to suit. This is the alternative method to populate the resource plan parameters.
Once parameters are in, click Submit. You will now be presented with the results:
The data is saved against the Budget row.
In order to copy to forecast, select the user(s) and click Copy Budget. Alternatively, to copy forecast to budget, click Re-Baseline.
The snapshot functionality allows multiple plans to be captured. Clicking the Snapshot button will allow the user to provide a snapshot name and version number.
Once saved, the plan is able to be selected & viewed using the Compare To dropdown filter.
As user’s timesheet, the actuals row will populate with this data. As actuals start to populate, the variance row will be calculating automatically & provide a difference between it and budget.
NB: When a financial period is closed, this locks off the Act/Fcst row and displays the actuals. This data cannot be modified.
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