Overview:

The Project Review and Forecast Entry (PRFE) window is used to bring back all detail related to a Job, Project Manager, OU, or Other Attributes to perform summary and detail analytics. The PRFE window opens in query mode and is the place to start to see summary Job info (total billed, revenue to date, cost to date, indicated outcome, etc.) and then be able to drill into detail information (invoices billed, costcode transactions, employees hours worked, PO line # detail, etc.) for a specific through date. For example, viewing all costs posted as of a date can be helpful when determining period cutoff amounts that are used in Revenue Recognition. Once the Job is reviewed, the Forecast can be initiated from this window.

Benefits:

Provides snapshot summary and detail information for the entered query
Queries are flexible to group by and see summary and detail information
Queries can be saved and shared so everyone is looking at data the same way
Grid View shows many records of detail data on one screen
All detail to support Job Cost related balances is drill down accessible

Roles:

Project Manager/Coordinator
Controller
V.P. of Operations

Additional Content

PRFE for a Job already queried can be accessed on Job-related workbench panels by clicking on a Job Id in the workbench as a quick link

Location:

Project Management > Inquiries > Project Review & Forecast Entry

Video:

Browser not supported