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Session Id :
Finance | Project Operations, Human Resources, ...
Answered

Project forecasting and budgeting over multiple years

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Posted on by 977

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

I have the same question (0)
  • Shaun Hawkshaw Profile Picture
    977 on at

    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.

    pastedimage1613477499690v1.png

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hello Shaun,

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

    Best regards,

    Ludwig

  • Shaun Hawkshaw Profile Picture
    977 on at

    Hi Ludwig,

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

  • Shaun Hawkshaw Profile Picture
    977 on at

    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.

  • Verified answer
    Shaun Hawkshaw Profile Picture
    977 on at

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

    If you edit the below grid, it works.

    pastedimage1613486315712v1.png

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