Are you using Project Budget Forecasting (PM209600) or Cost Projections (PM305000)?
Could you use a short training session to get you started?
Hi Angela,
I present Cost Projections often and the main comment I receive is that prospects need this information to flow into the WIP report. I know it can currently flows into the Bonding Report but they want the WIP option as well. Possibly a variation of the WIP based on the latest projections.
Thanks,
Kathy
Hi Angela,
I am open to a call on creating mutiple forecasts at a time. My email is dcote@asc-partners.com
Thanks,
Derek
Please feel free to contact me. Not today. I am doing a Lunch and Learn.
We have a client who uses the forecasting extensively and is hindered by Acumatica’s lack of functionality. The numbers won’t even multiply. When you spread the budget evenly, Acumatica can’t do that correctly. We are hoping that we can get them into the Velixo product but in the mean time back to spreadsheets and email.
One of our clients is using Project Budget Forecasting pretty heavily actually. The primary need for this is to report on project budget to actuals on a monthly trend basis.
For the most part, it works very well for them. The only point I would bring up is the ability to create forecasts for multiple projects at a time. If you need to create many forecasts, doing this one by one can be very time consuming.
We kicked around the idea of import scenarios, but this has also proven to be difficult as well.
The other solution is Velixo’s project budget forecast import. This is fantastic, but not all clients will subscribe to Velixo.
Unless working with an architect/engineer or developer, don’t use budget forecasting very often. Of course, in those sub verticals, it’s very important. I do show cost projections on every construction demo.
Specific to cost projections, since this is often a weekly/monthly exercise, the following would be helpful:
BTW, it would be super to have Sales/Training videos for all functionality as it’s added. I understand this is a “big ask” but would certainly help the Partners and the customer.
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