ForecastDistributed Excel-Based Forecasting for Sage 300 Construction and Real Estate - Job Cost
Forecast provides a ready-to-use Excel-based reporting solution for completing each project forecasting cycle. Forecast automatically prepares formatted Excel workbooks containing your current project values, data-entry columns for recording status, and formulas that calculate projections and over/under. This lets project managers complete their cost-to-complete, cost-at-completion, or percent-complete analysis in the comfortable environment of Excel. When finished, forecasted values can be read by Forecast and written back to specific places in your Job Cost database for further reporting.
A set of more than 200 pre-built templates are furnished with Forecast to help you get started. Just identify the template that best meets your needs by answering a handful of questions (provided in the Forecast template guide included with the software). A variety of methods for forecasting are supported:
The Forecast Cycle
- Forecast queries information from Job Cost and creates or refreshes the forecast workbook for each job. Information on the worksheet that the user is not allowed to change can be protected and locked automatically as part of this step.
- Project Managers are notified that their workbooks are ready, or they can be sent their workbooks via Forecast’s email feature.
- Project Managers work in Excel to complete their analysis by entering values for Cost to Complete, Cost at Completion, Percent Complete, or Units in Place. No access to Sage 300 Construction and Real Estate is needed.
- When the workbooks have been updated, designated values from the report can be saved in Job Cost for use with Inquiries and Reports.
|Forecast Manager||This is an application that allows you to manage any number of Forecast workbooks. Refresh, Protect, Send, Unprotect, and Post any number of workbooks as a single batch.|
|Detached Operation||Create a new Excel workbook using Forecast, retrieve current values from Job Cost, and send the workbook to Project Managers.|
|Interactive Formula Recalculations||As values are entered, other columns are recalculated in real-time.|
|Security||Because the workbook is a separate file and represents only one job, control can be easily maintained over the jobs that each Project Manager has access to.|
|Subtotals||Subtotals and grand totals are provided for immediate analysis of the bottom line impact of forecasts.|
|Values can be saved in Job Cost||ODBC writeable fields in Job Cost can be updated using information from the Forecast workbook.|
|Formula results can be saved in Job Cost||The calculated results from formula-based columns can also be saved in Job Cost ODBC writeable fields.|
|Ability to include Job, Extra, Cost Code, and Category fields||Any data field from the Job Cost Job Extra, Cost Code or Category Records can be included as columns.|