Enter forecast data

Forecast data can be entered into the Production Accounting application. This allows for tracking and analysis of actual production data against forecasts.

Forecast entry logsheets can be used to enter the predicted or estimated production outputs for a given time period; for example, weekly, monthly or quarterly. Forecast data can be manually entered or uploaded.

Note: If a Logsheet Data Uploader file was supplied during your Production Accounting implementation, it can be used to upload forecast data. See Data Upload.

Enter forecast data (modern)

Note: See Modern logsheets for tips and general guidance for the modern logsheet interface.

Activity Steps

  1. Open the required Forecast Entry Logsheet screen.
  2. Select the date range:
    1. In the Start Date - End Date field, click the calendar icon. Calendar icon (modern)
    2. Select a date range.
    3. Click Apply.

      Note: Mapped Start Date & Time and Mapped End Date & Time are read-only fields that display the show the actual start and end of the selected date range.

      Note: A logsheet can display up to 100 rows of data. If your selected date range exceeds this limit, only the first 100 rows display.

      The forecast data for the selected date range displays. All sections and subsections display by default.

  3. Select sections and subsections to display:
    1. Click the Section / Subsection field to open the list.
    2. Expand a section to show its subsections.
    3. Select or deselect the check boxes as required.
    4. Click outside the list to apply your changes.

      The logsheet refreshes to display your selection.

  4. Click a data entry cell.

    The Edit pop-up displays.

  5. For numeric cells:
    1. Enter a numeric forecast value.

      Note: Text and mathematical symbols (for example, < or >) are not permitted. For decimal values, include the leading zero before the decimal separator (for example, 0.5 or 0,5).

    2. Enter an Audit Comment if required. Audit comments are attached to the specific data item you update and should explain the reason for the change. They are recorded in the Audit Log.

      Note: When you edit multiple values in the same logsheet, your previous audit comment automatically displays in the next comment field. Edit it as required.

  6. For text cells, enter a Comment. Some logsheets include data entry cells for general text comments. Text comments added within a logsheet are visible only when you view the logsheet. Unlike the audit comments attached to numeric values, text comments are not recorded in the Audit Log.
  7. Click Save.

    The Edit pop-up closes. A Logsheet data saved successfully message displays.

    If saving your changes triggers recalculation of other values, one or both of the following messages may also display:

    • This logsheet has pending calculations.—Displays while the server is still processing calculations.
    • Data has been refreshed.—Displays when the logsheet updates with new or recalculated data. This message may display multiple times if your changes cause the server to process several updates.
  8. Repeat steps 4-7 as required to enter more data.

Enter forecast data (legacy)

Note: See Legacy logsheets for tips and general guidance for the legacy logsheet interface.

Activity Steps

  1. Open the required Forecast Entry Logsheet screen.
  2. Select the date or time period using the Year, Month and Day fields.

    Note: Use the arrow buttons to select the previous or next period. Date selector previous period button Date selector next period button

  3. Click Submit.

    The forecast data for the selected date or time period displays.

  4. Select a logsheet section from the list if required.

    Note: For some logsheets, the list of sections is long. When you select a section, its subsections, items and data cells may display centre-aligned to the vertical mid-point of the list. You may need to scroll up or down to find them.

  5. If required, click Edit to make data entry cells editable.

    Note: The Edit button is generally located at the bottom of the logsheet screen. You may need to scroll down to find it.

  6. Enter numeric forecast values in the required fields.

    Note: Text and mathematical symbols (for example, < or >) are not permitted. For decimal values, you must include the leading zero before the decimal separator (for example, 0.5 or 0,5).

  7. Enter Audit Comments if required. Audit comments are attached to the specific data item you update and should explain the reason for the change. They are recorded in the Audit Log.
  8. Enter Comments if required. Some logsheets include data entry cells for general text comments. Text comments added within a logsheet are visible only when you view the logsheet. Unlike the audit comments attached to numeric values, text comments are not recorded in the Audit Log.
  9. Click Save.

    Warning: If you go to another screen or logsheet section without clicking Save, your data entry will be lost.