Search Tips
Selection Criteria
Pgm: RPFCAST – GC Monitor; standard Treeview path: Job Costing > Forecasting > GC Monitor
Company
Enter/select the company under which the Job Billing contract is defined.
Contract
Enter/select the Job Billing contract being forecasted.
Contract Start
Contract’s start date; display-only field.
Contract End
Contract’s end date; display-only field.
Show Completed Staffing – Checkbox
If unchecked, labor forecast lines that have an end date before the current period’s start date will be filtered out of the Labor tab.
Year, Per
Year and General Ledger (GL) period for which forecast is being created (forecasts are created and saved for each GL period).
From, To
Display-only fields, displaying the start and end dates for the selected period.
Cost Cutoff Date
Display-only field, displaying the company level cutoff date for labor costs posted via timesheets to the Job Costing Transaction table.
How this field’s company level cutoff date defaults into each new forecast line’s cost cutoff date depends on the GC Monitor Cost Cutoff Option field on the Forecasting tab of the Job Cost Control File (framed in red below):
Pgm: JCCTRLFM – Job Cost Control File; standard Treeview path: Job Costing > Setup > Local Tables > Control File – Forecasting tab
For both of these options in the Job Cost Control File, “Company Level” and “Resource Level”, this Cost Cutoff Date field in the Selection Criteria section of the GC Monitor screen is the company level cutoff date, and it is set to the most recent cutoff date from the Labor Cut-Off Date Maintenance screen (shown below) that is before or on the system (current) date.
For example, if the Labor Cutoff Date in Period 8 is Aug 29, and the current date is Aug 28, it will look at the Labor Cutoff Date that is prior to Aug 28, not Aug 29.
Pgm: JCTIMESHEETPOSTDATES - Labor Cut-Off Date Maintenance; standard path: Job Costing > Setup > Local Tables > Contract Forecasting > Labor Cut-Off Date Maintenance
Regardless of the option selected in the Job Cost Control File, GC Monitor calculations remain the same. The option selected simply determines the dates for which the calculations occur:
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If “Company Level” is selected, each new forecast line’s cost cutoff date defaults to the company level cost cutoff date from the Selection Criteria section of the GC Monitor screen.
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If “Resource Level” is selected, each new forecast line’s cost cutoff date defaults to the employee level cost cutoff date, which is the reference date of the most recently posted timesheet for the employee that is on or before the end date of the current forecasted period. However, if no posted timesheets are found for the employee, the system will attempt to look up the cost cutoff date that is set up at the company level. If no cost cutoff date is set up at the company level, then the start date will be used for the beginning of the projection.
[Display Forecast] – Button
When the screen is initially loaded, or when a field from the Selection Criteria section is changed, click this button to display the forecast according to the selection criteria.
[Refresh From Previous] – Button
Deletes the current forecast for the period, including new lines that start in the current period, and regenerates it from the previous period.
[Re-calculate All Rates] – Button
If changes have been made to the JB Billing Rate table or to Payroll Rates, click this button to re-calculate the Default Hourly Cost Rate and Default Hourly Billing Rate fields, and all calculations based on these rates.
As per
[Update Forecast Summary] – Button
Click to update contract’s summary on Summary tab.
[Update Contract Date] – Button
NOTE: Since preliminary and finishing work is required to complete a contract, labor resources can have start and end dates that lie outside of a contract’s start and end dates.
This button’s pop-up is used to change the JB contract’s start and end dates. Also, this pop-up is the only way to change a JB contract’s start and end dates, if a JB contract has an associated forecast in GC Monitor, with at least 1 entered forecast line. This is to keep the start and end dates for forecast lines in sync with the contract’s start and end dates.
When a contract’s start and/or end dates are changed using this pop-up, the start and end dates for all forecast lines are updated as follows:
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If the contract’s start date is set to a later date, all forecast lines with a start date before the contract’s new start date will have their start date set to the contract’s new start date.
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If a contract’s end date is set to an earlier date, all forecast lines with an end date after the contract’s new end date will have their end date set to the contract’s new end date.
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If a contract’s end date is set to a later date, all forecast lines with an end date before the contract’s new end date will have their end date set to the contract’s new end date.
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If a contract’s start date and end date are set to later dates, all forecast lines with a start date before the contract’s new start date will have their start date set to the contract’s new start date, and all forecast lines with an end date before the contract’s new end date will have their end date set to the contract’s new end date.
[Refresh Forecast] – Button
Refresh the forecast based on any changes that would affect the forecast, such as adding a cost cutoff date to the Labor Cut-Off Date Maintenance screen that falls within the forecast period range.
As per
[Import/Export Resource Plan Data] – Button
This button’s pop-up is used to import need lines from Resource Planning into GC Monitor as Forecast Lines, and to export forecast lines from GC Monitor into Resource Planning as need lines.
Action Options
Export Forecast Data Into Resource Planning
This option is used to export all forecast lines from GC Monitor into Resource Planning as need lines. If a corresponding Resource Planning record does not exist for job’s corresponding project, one will be created to contain the imported need lines.
Calculating Need Line’s Assignment % Field
If the ‘Synchronize RP Allocation Percent When Import/Export From Forecast’ checkbox is unchecked on the Forecast tab of the System Options screen, the exported Need Line’s Assignment % value is set to “100”.
If this checkbox is checked, the Need Line’s Assignment % value is calculated as follows, using the corresponding Forecast Line’s ETC Projected Cost Hours field:
Assignment % = Total Estimated Work Hours / ETC Projected Cost Hours
Where:
Total Estimated Work Hours = Total Work Days For Forecast Line x 8 hours
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Total Work Days For Forecast Line = number of work days between line’s Cost
Cutoff Date or its Start Date (whichever is later) and its End Date
Import Resource Planning Data Into Forecast
This option is used to import need lines from Resource Planning into GC Monitor as forecast lines.
Calculating Forecast Line’s Default Weekly Cost Hours & Default Weekly Billing Hours Fields
If the ‘Synchronize RP Allocation Percent When Import/Export From Forecast’ checkbox is unchecked on the Forecast tab of the System Options screen, the imported Forecast Line’s Default Weekly Cost Hours and Default Weekly Billing Hours fields are set to “40”.
If this checkbox is checked, the Forecast Line’s Default Weekly Cost Hours and Default Weekly Billing Hours values are set to the following:
corresponding Need Line’s Assignment % value x 40 hours
Method Options
Replace All Lines
Replace all lines, regardless, with imported/exported lines.
Replace Matching Lines Only
Replace matching lines, matched by trade and bill code.