D365 F&O: Project Forecasts

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Dynamics 365 operations provides two ways to manage and control your projects, project forecasts, and project budgets. Each method has its advantages and although budgeting is a completely different project management tool, it is closely related.

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To project forecasting.

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In this video.

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We will see how to create project forecasts in a number of different ways. Firstly, we will automatically generate a project forecast when creating a project from a project quotation.

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If we go to our project quotations already here, we can see some of these quotations have been transferred to forecast. So if we choose this one which hasn't.

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We can select transfer to project and the Wizard will take us through the process. We can click through the defaults.

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Just adding Project group here.

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And the project ID.

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Just ensure the transfer to project Toggle is on.

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Going to our new project.

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We can see.

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Our forecast.

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And here we can edit, copy or delete each line if necessary.

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Alternatively, if we have a project.

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Without a project quotation.

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We can create a forecast directly from their project work breakdown structure.

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Here we have the.

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Option transfer from work breakdown structure.

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And here we can philter for transaction type.

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We can select the lines we wish to transfer.

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And we can.

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Change the forecast model.

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And then we see.

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We have our forecast from the work breakdown structure.

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Lastly, we can.

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Create each forecast line manually. We have to enter the transaction type separately. For example our forecasts.

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And we select group.

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And here we can enter details.

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Of the task, and we can also resource the task in a number of ways directly from the forecast.

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By the way, we use to create a project forecast. We can then transfer the forecast to a project budget. We can see how to do that in another video.