Enter forecast transactions
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
When forecast transactions are entered for a project, each transaction must be associated with a forecast model.
Enter forecast transactions
Click Project management and accounting > Common > Projects > All projects.
Select or open the project for which you want to create forecast transactions.
On the Action Pane, on the Plan tab, in the Forecast group, click the button for the type of transaction that you want to enter:
Hour forecasts
Expense forecasts
Item forecasts
Fee forecasts
On-account forecasts
In the forecast form that opens, click New to create a new line.
In the Forecast model field, select the forecast model that you want to associate with the transaction.
Note
A default forecast model is suggested for each new line. You can specify the default forecast model in the Forecast area in the Project management and accounting parameters form.
Enter information in the required fields.
See also
Manage project budgets and forecasts