Tracking Percent Complete Forecast Entries Month to Month

Issue/Symptom/Question

How do I find out what percent complete was Forecasted in PENTA line by line for a given Job?

Environment

PFW PENTA

Windows used in this article:

Project Management>Forecast & Completion Entry>Forecast Entry

Project Management>Inquiries>Project Review & Forecast Entry>Forecast At Completion>Forecast and Completion History

Resolution/Fix/Answer

As part of the Job Forecasting process, a user has the ability to enter a percent complete on each Cost Type/Costcode combination on the Job as of a point in time.

Once the percent completion entries have been completed and the forecast posted, the user can see the entries that were posted by performing the following steps:

  1. Navigate to the Project Review & Entry Inquiry and query back the Job you want to review
  2. Move the cursor over the Cost column on the row called 'Forecast At Completion' and click to drill into the amounts
  3. A pop-up window is displayed called 'Forecast and Completion History' and will display all the posted forecast information
  4. There is a column called 'Percent Complete' which will display the amount entered during that forecasting process - see example below

  • NOTE: PENTA displays each percent complete entry by Cost Type/Costcode combination across time