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:
- Navigate to the Project Review & Entry Inquiry and query back the Job you want to review
- Move the cursor over the Cost column on the row called 'Forecast At Completion' and click to drill into the amounts
- A pop-up window is displayed called 'Forecast and Completion History' and will display all the posted forecast information
- 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