Function

Documentation

Set up Cost Types

See Maintain Cost Types.

The Cost Types structure needs to be kept as simple as possible with names that are clearly understood by all departments of the organisation.

Manage Attribute Sets for the definition of user fields

See the Project Attributes Form.

Edit Codes for the definition of lists to support user fields

See the Code Editor Form.

Add, Delete and Copy Projects from buttons in the Main button bar

See Add a Project.

See Delete a Project.

See Copy a Project.

Create User Accounts and grant Permissions

See the User Management form.

Reverse the Preferred Scenario of any Project by way of the “Clear Preferred” button

See Set Preferred Scenario.

Create and maintain the Project Hierarchy

See Set up a Project Hierarchy.

Change the Financial End of Year calculation for Importing Actual Cost data.

Foresight is installed with the Financial EOY month being 30^th of June. When Importing Actual Cost data from Conquest or a CSV file, the data is allocated to a year of the Project based on the Financial EOY.

Financial EOY can only be changed by using a database tool to change the value (preset to ‘06’) of tblSystem.Value, where tblSystem.Property = ‘Financial EOY’

Manage the Foresight Licence

See Renew the Licence.