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Project forecasting and budgeting over multiple years

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Posted on by Shaun Hawkshaw

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Hi there,

Is it possible to forecast and budget over multiple years in Projects in FnO?

This is upfront. So for example the WBS would have expense figures for Year 1, year 2 and Year 3.

Is this possible?

Thank you,

Shaun

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Shaun Hawkshaw 977 on at

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RE: Project forecasting and budgeting over multiple years

Sorry Ludwig. I have resolved it. I wasnt trying to edit the correct grid.

If you edit the below grid, it works.

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Shaun Hawkshaw 977 on at

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RE: Project forecasting and budgeting over multiple years

And when there are multiple lines on Forecast, it always groups it by activity on the budget.

I dont see any way of changing the yearly budget allocation without it doing automatically equally.

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Shaun Hawkshaw 977 on at

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RE: Project forecasting and budgeting over multiple years

Hi Ludwig,

Does this mean I would need 3 lines on the forecast for each activity for each year?

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Ludwig Reinhard Microsoft Employee on at

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RE: Project forecasting and budgeting over multiple years

Hello Shaun,

Have you considered uploading your forecasts via the excel add in and then transferring them to the project budget?

Best regards,

Ludwig

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Shaun Hawkshaw 977 on at

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RE: Project forecasting and budgeting over multiple years

I see that I can allocate the budget over multiple financial years but it looks like it is done evenly and I cant enter the amounts as I would like.

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