Using Project Forecast Writeback

Background

If you have Acumatica's Project Forecasting feature enabled, you can view the Project Budget Forecast within Acumatica and see any of the project forecast revisions for the specific project:

The Project Budget Forecast screen in Acumatica showing forecast revisions for a project

Acumatica provides the ability to take any revision and make it the budget for the project:

Acumatica project budget revision action buttons, showing the option to apply a selected revision as the project budget

Purpose

The Velixo Project Forecast Writeback feature provides a powerful and flexible method of entering project forecast data.

To help with this, we can use the Project Forecast Builder Excel file:
Project Forecast Builder

and two custom Acumatica Generic Inquiries:
Velixo-ProjectBudget and Velixo-Projects

(you may need to right-click on each of the files and select Save Link as)

Once downloaded, the custom inquiries can be imported into Acumatica by a system administrator:

The Import Generic Inquiries dialog in Acumatica used to import the Velixo-ProjectBudget and Velixo-Projects custom inquiries

The Excel file is linked to the sample database for the Acumatica Construction Edition but can be edited to work with any Acumatica database.

Example

Watch the video below where Gabriel walks you through the process:

Using Project Forecast Writeback with your ERP's multi-factor authentication requires that the ERP's single sign-on ("OAuth2") feature also be enabled.

Enabling OAuth2 does *not* require an SSO/Advanced Authentication License with Acumatica.