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Why is the forecast 0 on an expense item in Setup and Operation?

The budget has not been distributed across the months. Open the expense item and distribute it in the Cost price estimate tab, for example evenly over the construction period.

The forecast is 0 when the budget on the expense item has not been distributed across the months. Distribute the budget, and the item gets a forecast.

How to fix it

  1. Go to Setup and Operation.

  2. Find the expense item and open it by clicking the name or the pencil on the row.

  3. Go to the Cost price estimate tab and click the icon to the right of Remaining rev. Cost price estimate.

  4. Choose Distribute remaining cost price estimate evenly (for you, "cost price estimate" may be called "budget") to distribute the amount evenly over the period, or enter the monthly amounts yourself.

  5. Save.

The Cost price estimate tab on an expense item in Setup and Operation. 1 points to the icon that opens the distribution box, 2 to the buttons Distribute remaining cost price estimate evenly and Distribute monthly cost price estimate evenly, and 3 to the Forecast column, which is filled in when the amount is distributed across the months.

Good to know

  • You can paste monthly amounts from Excel instead of typing them in.

  • You can also describe in words how the cost should be distributed, and let AI accrue it.

  • Check that the period on the expense item covers the whole time the cost occurs.

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