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Ability to plan in Forecast for the current period and be able to see actual revenue on Forecast

in Project Management 3 comments

Summary:

Ability to plan in Forecast for the current period and be able to see actual revenue on Forecast in the current period before closing the month.

Content (required):

In the Forecast, the “Actual Amounts Through Period” (ETC Start Date)=Current Period option does not allow you to view the planned for the current month up to the company management closing date. The “Actual Amounts Through Period” (ETC Start Date)=Prior Period option instead allows you to see the planned for the current month, but does not allow you to see the actuals until the following month.

In the Forecast, they would like to see the planned amount during the current period till the 27th-28th of each month (date on which they collects all costs). From 28th they want to see the actuals in the Current Period till 5th of the following month. Then starting the 5th of following month till the 28th again to see the planned amount

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