Cost Book/Cashout Forecast – Allow User to Change Forecast Frequency

Modified on Thu, 21 Aug at 4:02 PM

 

Users are now able to update the forecasting frequency setting of a project at any stage in the project’s lifecycle. Previously, this setting became locked once a Cost Book version was created. With this change, users can switch frequencies via the Cost Book tab on Project Properties at any time, ensuring the forecasting approach aligns with project requirements.

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A confirmation pop-up will warn users of the implications of the change—specifically, that all existing Cashout Forecast data will be deleted and must be re-forecasted under the new frequency, using distribution curves or manually forecasting – and a confirmation of the change will be required before proceeding.  

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Full traceability of any changes to the forecasting frequency of a project will be written to the audit trail.

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