Hour forecasts (form)

Article
10/09/2018

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Project management and accounting > Inquiries > Forecasts > Hour.

–or–

Click Project management and accounting > Common > Projects > All projects. Select or open a project. On the Action Pane, on the Plan tab, in the Forecast group, click Hour forecasts.

–or–

Click Project management and accounting > Common > Projects > Project contracts. Select or open a project contract. On the Action Pane, on the Plan tab, in the Forecast group, click Hour forecast.

Use this form to enter the expected amount of hours on a project. During a project, you can track the progress of the project by comparing this forecasted number of hours with the actual number of hours spent on the project.

Tasks that use this form

Edit forecast transactions

Enter forecast transactions

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs

Tab	Description
Overview tab	Enter new forecast transactions with the number of expected hours.
General tab	Enter additional identification information and view posting details.
Dates	View or enter date information.
Resource requirements	Define the resource requirements to be associated with an hour forecast.
Scheduling	View scheduling information and enter an activity.
Financial dimensions	View information about financial dimensions, such as the default dimensions and where the dimensions are used in account structures and advanced rule structures.

Buttons

Button	Description
Edit	Update, copy, or delete forecast transactions.
General ledger preview	View the general ledger entries for the selected transaction.
Transfer quotation lines	Register quotation lines of the type Hour as hour forecast lines.
Scheduling	Open a menu that contains the following items: Scheduling – Schedule tasks for the project that the selected transaction is associated with. Capacity load – View capacity reservations and view the available capacity on the operations resource for each date and day of the week. Applicable resources – Select a resource to assign to an activity. Gantt chart – Display a graphical overview of the current production plan that is scheduled for a project or manually reschedule the production.
Trade agreement	View records for a selected price discount group.

Fields

Field	Description
Forecast model	Select the forecast model defined for the project. You can also select a different forecast model.
Project date	Select the start date calculated for the current activity. By default, if you do not select a start date, the current date is entered.
Project ID	Select the project that you want to schedule for the forecast transaction.
Activity number	Select the activity for the forecast transaction.
Category	Select the appropriate category for the forecast transaction.
Worker	Select a worker ID to allocate a specific worker to a specific activity for the forecast transaction.
Description	Enter a description of the forecast transaction.
Hours	Enter the hours that you want to allow for the project.
Line property	Select the line property for the transaction.
Budget type	The type of budget information that this forecast holds. Original – The forecast holds the project budget amount first committed. Remaining – The forecast holds the project budget amount remaining. This amount is updated by transactions and by budget revisions. Revision – The forecast holds the amounts by which a remaining budget was changed. None – The forecast is not used for project budgeting control.
Cost price	Enter a cost price. The amount you enter here can override the default determined by the project pricing system.
Sales currency	Enter the invoice currency of the transaction for the forecast.
Exchange rate	Specify a fixed exchange rate for the sales price on the forecast.
Sales price	Sales price per hour of the current transaction.
Active	Indicates that the transaction is included in the forecast.
Modified by	Date when the record was last modified by user.
Line number	Displays line number for identification.
Resource	Specify the operations resource that should be used.
Link	Specifies the link that the job was created with. A link tells how the current job is tied to the subsequent job. The following options exist: None or Blank – There is no link to the next job. StartStart – The job must start at the same time the next job starts. EndEnd – The job must end at the same time the next job ends. EndStart – The job must end at the same time the next job starts. StartEnd – The job must start at the same time the next job ends. Note Only when the link type is Hard are the times identical. When the link type is Soft, there may be a time gap between the two jobs. In other words, the next job can start later than the link specifies. Examples Examples of possible combinations of link type and link: EndStart and Soft – used between operations. EndStart and Hard – used between setup job and process job. StartStart and Hard – used between several operations resources in the same operation. Ended and Hard – used for secondary operations.
Link type	Indicates the attachment type. The field can have the following values: Soft – This indicates that the job may be placed later than what the attachment defines. Hard – This indicates that the following job must be placed as what the attachment defines.
Working time	Select this check box to schedule according to defined work time.
Capacity	If you select this check box, the planning function will reserve capacity on the current budget line if the planning is performed with limited capacity.
Invoice date	View the forecasted invoice date. The invoice date calculated for forecast transactions is based on the sum of the invoice date plus the invoice frequency defined on the invoice project.
Elimination date	View or modify the elimination date. When the forecast is created, the elimination date is set to the end date of the estimate project. If the estimate project has no end date, the project date will be applied. This applies to fixed-price projects and investment projects.
Cost payment date	Expected payment date of the cost. The date is calculated by adding project date and the terms of payment set up for expenses in the project parameters.
Sales payment date	Expected payment date of the revenue. The date is calculated by adding the invoice date plus individual buffer days from the contract project plus general buffer days from the project parameters.
Load	Specify the maximum capacity of the resource to assign to the selected transaction. Specify the capacity as a percentage. Load displays the percentage of maximum capacity that has been reserved. The maximum capacity is specified in the work calendar.
Requirement type	The type of requirement that you want to specify for the activity. You can specify multiple requirements for a forecast activity. For example, if you specify that a resource of type Human resources is needed, you can add Skill, Certificate, Course, or Title as requirements. Microsoft Dynamics AX will generate a list of resources that meet these criteria. Select the requirement type from the following: Resource type Resource Resource group Capability Skill (Requires the Human resources module.) Courses (Requires the Human resources module.) Certificate (Requires the Human resources module.) Title (Requires the Human resources module.)
Requirement	The capability or classification that a particular resource of the selected type must possess. Select the requirement from the drop-down list in the field. The contents are determined by the requirement type you selected in the Requirement type. For example, if you selected Resource type, the list displays all the resource types: Vendor, Human resources, Machine, Tool, and Location.
Operations scheduling	Select the check box to include the selected requirement in operations scheduling.
Job scheduling	Select the check box to include the selected requirement in job scheduling.
Working time	If you select this check box, the scheduled operation time will be determined by the working hours specified in the calendar attached to the current operations resource. If you leave the check box blank, Microsoft Dynamics AX cannot reserve capacity on the current budget line.
Resource	Displays the operations resource that is assigned to perform the job as soon as planning is finished.
Hours scheduled	Forecast lines can be divided into multiple lines. The operations resource available hours determines how a task is distributed over time considering how other tasks are already allocated.
Project date	The start date calculated for the current activity.
Start time	The start time calculated for the current activity.
End date	The end date calculated for the current activity.
End time	The end time calculated for the current activity.
Default financial dimensions	The default financial dimensions for the main account. When you select a financial dimension value, the Where the %1 dimension is used field group displays where the dimension is used in account structures and advanced rule structures.
Where the %1 dimension is used	The account structures and advanced rule structures that use the financial dimensions that you selected in the Financial dimensions or Default financial dimensions field group. Note The name of the field depends on the selection in the Financial dimensions or Default financial dimensions field group.