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Removing Future Periods Costs From Budgets and Forecasts — Cloud Customer Connect
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Removing Future Periods Costs From Budgets and Forecasts

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Summary:

Create/Generate Budget and Forecast Versions in Fusion UI (based on Approved Versions) for a specified time period (for example retain current years, remove future years)

Content (required):

We have currently have Budgets and Forecast which extend from 2018 to 2025. There is a requirement to revise future years, whilst also maintaining previous/current years.

For those Projects that exist in P6, this can be done by revision to P6 Plan and re-interfacing to Fusion.

For non-P6 Projects, the current method identified is to download a Working Version to ADFDI, mark for deletion those future periods, and upload back to Fusion. Hence creating a new Version as per below

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