Project Budget Forecasts: Implementation Checklist
The following sections provide details you can use to ensure that the system is configured properly for creating project budget forecasts, and to understand (and change, if needed) the settings that affect the processing workflow.
Implementation Checklist
We recommend that before you initially create project budget forecasts, you make sure the needed features have been enabled, settings have been specified, and entities have been created, as summarized in the following checklist.
| Form | Tasks to Perform |
|---|---|
| Enable/Disable Features (CS100000) form | Make sure that the Project Accounting and Budget Forecast features are enabled. |
| Projects Preferences (PM101000) form | Make sure that all necessary settings related to project accounting have been specified. For more information about configuration steps that you have to perform before you can start accounting for projects, see Basic Project Configuration: General Information. |
| Projects (PM301000) form | Make sure that the project has been created, as described in Project Creation and Processing: General Information, the project budget is not locked, and the Change Order Workflow check box is cleared on the Summary tab (Project Properties section). |
Validation of Configuration
To make sure that all configuration has been performed correctly, we recommend that in your system, you create a project budget forecast by performing instructions similar to those described in Project Budget Forecasts: Process Activity.