BI turnover forecast from phase budgets

This application is an additional feature. The corresponding config set can be found here.

Application

The config set implements the two BI measures Turnover forecast from phase budgets and Turnover forecast from phase budgets weighted, with which the fee budget of a phase can be distributed linearly over the life of a project, independently of Resource Planning.

The BI measure Turnover forecast from phase budgets weighted also includes unsold phases including their probability. If you do not work with probabilities yet, you can also load the Sales root folder config set, which implements the required fields on phases (start date, end date, probability). If no probabilities are used on phases, this measure can be deactivated.

Example

A project with the following phases:

Is displayed in the BI view as follows:

Requirements and download

• The modules Budget & Phases and Business Intelligence must be licensed.

Before importing the config set, we recommend you read the article Key information about the additional features. Config sets modify data in Vertec, which can overwrite existing data.

The exact import process can be found in config sets.

You can download the additional feature with the following link:

The following objects are created by importing the config set: