Projection Setup

Notice the Projections Grid List and detailed columns. This provides a customized view.

Cost Types: 

• Purpose: Cost Types are listed with their Cost Type Description, Cost Category, and External CostTypeID. This is used to track costs and information in their related fields.

• How to: Select any row to view details on that particular cost or click “Add New” to create a new Cost Type

Job Departments:

• Purpose: Job Departments are listed with related External Job ID and Department Description. This allows users to easily locate specific job department details

• How to: Click “Add New” to create a new Job Department or search rows with provided filters and search bar.

Projection Categories:

• Purpose: Projection Categories show a clickable listed description of Projections to help users plan ahead

• How to: Click any description to see a detailed view of that category. Within this tab users can Enable/Disable settings like:

  • Include Budget Summary

  • Include Employee Assignment Subtotals

  • Include Labor Forecast Subtotals

    • Notice the option to adjust Labor Force dates visibility to 'Show Last Updated'
      
      

  • Include Asset Forecast Subtotals

  • Require Total Spread Cost to Equal Total Projected Cost

  • Use Remaining Hours

  • On the main tab, select “Add New” to create a new one or select "Change Display Order”