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Clarity 7.5.3 Forecast - Change 'Plan By' type?
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on Dec 11, 2009
on Dec 13, 2009 by sundar
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Does anyone know if it's possible to change the 'Plan By' selection for a forecast in Clarity 7.5.3 once it's been selected? A PM of mine chose 'Transaction Class' instead of 'Charge Code' and we're trying to find a way around this. Thanks, Daniel
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Dec 13, 2009 1:50 AM
Hi, until 7.5.3 hope it cannot be changed.once you choosen the "plan By" section with transclass or chargecode that's it we need to live with it.It cannot be changed in any version.The only solution is if there are no actuals you can create a new project and enter the same details.If the actuals is entered then you can create an project and make it as an sub project.Then you can forecast there.And can compare the cost by rolling up at master project level.This is an big drawback until 7.5.x (don't know whether it is fixed in the latest 7.5.3) butfrom 8.0 under cost plan you can have many plans under different combinations.(chargecode or transclass) cheers,sundar
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