Equipment Rental Rental Management Rental processes Projects Project Initiate project
A project can be forecasted in two ways, these are either with or without a Work breakdown structure. The Work breakdown structure is used to estimate the costs, revenue and allocate resources to a project. If the no WBS is used, then the user must manually add the forecasted lines to a project. This flow describes both options.
Project manager
Project manager
Start
Start
Add hour forecast
Add hour forecast
Prerequisite:
An existing project must be available.
Procedure
1. Go to Project management and accounting > Projects > All projects.
2. Use the Quick Filter to find records. For example, filter on the Project ID field with a value of 'DEMF-011757'.
3. In the list, mark the selected row.
4. Click Hour forecasts.
5. Click New.
6. In the list, mark the selected row.
7. In the Forecast model field, enter or select a value.
8. In the Category field, enter or select a value.
9. In the Role ID field, enter or select a value.
10. In the Hours field, enter a number.
11. Click Save.
12. Close the page.
Add expense
forecast
Add expense forecast
Prerequisite:
An existing project must be available.
Procedure
1. Go to Project management and accounting > Projects > All projects.
2. Use the Quick Filter to find records. For example, filter on the Project ID field with a value of 'DEMF-011757'.
3. In the list, mark the selected row.
4. Click Expense forecasts.
5. Click New.
6. In the list, mark the selected row.
7. In the Forecast model field, enter or select a value.
8. In the Category field, enter or select a value.
9. In the Cost price field, enter a number.
10. Click Save.
11. Close the page.
Hours forecast exists?
Hours forecast exists?
Expense forecast exists?
Expense forecast exists?
Item forecast exists?
Item forecast exists?
Add item forecast
Add item forecast
Prerequisites:A project must already exist.
Procedure
1. Go to Project management and accounting > Projects > All projects.
2. Use the Quick Filter to find records. For example, filter on the Project ID field with a value of 'DEMF-011757'.
3. In the list, mark the selected row.
4. Click Item forecasts.
5. Click New.
6. In the list, mark the selected row.
7. In the Model field, enter or select a value.
8. In the Item number field, enter or select a value.
9. In the Site field, enter or select a value.
10. In the Warehouse field, enter or select a value.
11. Click Save.
12. Close the page.
Add fee forecast
Add fee forecast
Prerequisite:
An existing contract must be available with a billing rule.
Procedure
1. Go to Project management and accounting > Projects > All projects.
2. Use the Quick Filter to find records. For example, filter on the Project ID field with a value of 'DEMF-011757'.
3. In the list, mark the selected row.
4. Click Fee forecasts.
5. Click New.
6. In the list, mark the selected row.
7. In the Forecast model field, enter or select a value.
8. In the Sales price field, enter a number.
9. Click Save.
10. Close the page.
Fee forecast exists?
Fee forecast exists?
End
End
WBS exists?
WBS exists?
Transfer the WBS
to a forecast
Transfer the WBS to a forecast
Procedure
1. Go to Project management and accounting > Projects > All projects.
2. Use the Quick Filter to find records. For example, filter on the Project ID field with a value of 'DEMF-011757'.
3. In the list, mark the selected row.
4. Click Transfer from WBS.
5. In the list, mark or unmark all rows.
6. In the Forecast model field, enter or select a value.
7. Click OK.
8. Close the page.
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
Activities
