Enter forecast transactions [AX 2012]

Updated: October 1, 2014

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

When forecast transactions are entered for a project, each transaction must be associated with a forecast model.

  1. Click Project management and accounting > Common > Projects > All projects.

  2. Select or open the project for which you want to create forecast transactions.

  3. On the Action Pane, on the Plan tab, in the Forecast group, click the button for the type of transaction that you want to enter:

    • Hour forecasts

    • Expense forecasts

    • Item forecasts

    • Fee forecasts

    • On-account forecasts

  4. In the forecast form that opens, click New to create a new line.

  5. In the Forecast model field, select the forecast model that you want to associate with the transaction.


    A default forecast model is suggested for each new line. You can specify the default forecast model in the Forecast area in the Project management and accounting parameters form.

  6. Enter information in the required fields.

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