Set Up a Retain EAC Forecast with the Scale EAC Option

Use this procedure to set up the retain EAC forecast with the scale EAC options.

To set up the retain EAC forecast with the scale EAC options:

  1. Create a manual forecast class that uses the method Manual Forecast (Retain EAC).
  2. Make sure that the proper Included Budget, Actual, and Earned classes are included in the forecast class.
  3. Make sure that the cost set EAC (Est. At Complete) contains the manual forecast class.
  4. Make sure that the cost set ETC (Est. To Complete) contains the manual forecast class as the only forecast class. Cobra does not support scaling more than one forecast class.
  5. In the Forecast section of the Project Properties dialog box Preferences tab, set the project's Scale retain EAC option to Currency, Hours, or Hours and Currency.
  6. Make sure that the forecast class has forecast or ETC data against it. Typically, this is performed by running the Reclass Wizard to copy the budget to the forecast.