This demonstrates the setup for either the Company or the Group Forecast. You can select either All Models or Active Models from the Filter.
To create a new forecast model:
Go to Forecast Models.
Select which Type of model you want to create and click
.
When creating a new Company Forecast Model the following screen will appear:
When creating a new Group Forecast Model a slightly different screen will appear:
Fill in the fields (refer to the side-frame help).
Click
.
After you save the main details for the forecast model, some additional tabs will become available: Views, Columns and Rows.
Views Tab
The Views tab allows the individual forecast screens to be named and ordered. There is also the option to flag a view as a Key View. This means that it will have its own tab within a forecast.
To add a new view:
Click
.
Fill in the details for the new view.
Click
.Once added, views can be re-sequenced using
and
.
View records must be added before the Columns and Rows tabs can be updated since the later tabs enable each view to be defined.
Columns Tab
The columns that make up an individual view are configured from here. A column will always represent an interval in time.
To add a new column:
Choose the view to which they belong from the Selectors filter at the bottom of the screen.
Use the Add Type drop-down to choose the Type of column to be included, then click
. The available types are:
Column Type | Description |
Calculation Column | A single column used to calculate values for display, rather than configured to automatically generate columns over a specified time interval. |
Contract Value | Columns used to present certain aspects of contract cost or revenue data. The items to be displayed are selected via a can-do list of contract items. For example, this option could be used to configure separate columns to show contract cost, revenue and profit figures for the same quarter:
 |
Row Value | Automatically generated columns used to present data over a specified period of time according to defined intervals and limits. Subtotal and total columns can be incorporated as well. For example, a simple monthly view:
 |
Site Value | Columns used to present certain aspects of Land Management current and model site data. The type of data to be displayed is selected via a drop-down list of items (labelled Site Value) representing different types of Land Management data common to each site such as Costs, Income, Profit or Interest. Checkbox lists of Cashflow Cost Sections, supplier Categories and Finance Cashflow Sections allow further configuration of the chosen Site Value by determining the sites to be included. As with Contract Value columns, this option could be used to configure separate columns to show site cost, revenue and profit figures for the same quarter. |
Text Column | A single column used to introduce a manually-headed column, often as a break in the display for ease of viewing, for example:
 |
Regardless of the column type selected, when adding a new record the majority of the fields to be updated are the same:
When adding a Contract Value column, there is an additional option to enter a can-do list of Contract Items.
When adding a Site Value column there are additional options to select the Site Value type, plus selection options by Cashflow Cost Sections, supplier Categories and Finance Cashflow Sections as appropriate.
Rows Tab
The rows that make up an individual view are configured from here.
To add a new row:
Choose the view to which they belong from the Selectors filter at the bottom of the screen.
Use the Add Type drop-down to choose the Type of row to be included, then click
. The available types are:
Row Type | Description |
Additional Item | A single row configured to display values for a can-do list of additional items.
When configuring a forecast, repeated Additional Item rows can be used to present individual items one at a time or a set of items can be summarised on one line. |
Brought Forward Value | A single row configured to display brought forward values. |
Contract Multiple Detail Block | A block of multiple rows per contract used to present certain aspects of contract cost or revenue data. The items to be displayed on each row are selected via a can-do list of contract items. The contracts to be included in the view are chosen using can-do lists over a number of categories, including location, group, and contract analysis sets.
For example, a breakdown of costs and income per contract could be configured:
 |
Contract Single Detail Block | A block of records presenting one line per contract to show one aspect of contract cost or revenue data. The items to be displayed on each row are selected via a can-do list of contract items. The contracts to be included in the view are chosen using can-do lists over a number of categories, including location, group, and contract analysis sets.
For example, total costs across all included contracts could be configured to display thus:
 |
Site Multiple Detail Block | A block of multiple rows per Land Management site used to present certain aspects of site cost or revenue data. The value to be displayed is selected from a drop-down list and sites are selected using tickbox lists of (amongst other things) Site Status types and Appraisal Sectors.
For example, a breakdown of a selected set of costs per site could be configured:
 |
Site Single Detail Block | A block of records presenting one line per Land Management site to show one aspect of site cost or revenue data. The value to be displayed is selected from a drop-down list and sites are selected using tickbox lists of (amongst other things) Site Status types and Appraisal Sectors.
For example, sales across all included current and model sites could be configured to display thus:
 |
Subtotal Line | A single row configured to display subtotal values. |
Text Line | A single row configured to display a manually-labelled line, often as a break in the display (for ease of viewing) or to introduce a subheading, for example:
 |
As with column configuration, the majority of the fields to be filled in when creating a new record are approximately the same, regardless of the type of row selected.
Below is an example of the Additional Item fields:
Additional Items
Additional items represent general and overhead costs that are not included in individual site appraisals. Any number of additional items can be defined and their forecast and actual source within Coins ERP+ specified.
To add a new item:
Go to Additional Items
Click
.Item details : Fill in the fields on this screen.
Account Selection : The Account Selection tab allows you to choose the General Ledger accounts from which forecast values for this additional item should be extracted (if appropriate).
The fields displayed here will vary according to the configuration of GL account analysis sets.
Enter all the details and click
.
Contract Items
Contract items represent individual segments of cost or revenue data that are to be included in forecasts from contracts that are not in Land Management. Any number of contract items can be defined.
To add a new contract item:
Go to Contract Items.
Click
.Two tabs appear:
Items details - fill in the fields on the screen as required.
cost head Selection : The cost head Selection tab allows you to choose the cost heads from which forecast values for this contract item should be extracted (if appropriate).
The fields displayed here will vary according to the configuration of JC cost head analysis sets.
Click
once all details have been entered.
Period Mapping
The financial date and Period are generated automatically from the General Ledger. Against each row enter the Forecast Month and Year as you want them to appear.
Data in Land Management is based on months rather than financial periods. In order to combine this information with values stored in the Coins ERP+ financial ledgers, it is necessary to map the Land Management months to periods.
Mapping records can be updated by clicking
.
Configuration in Land Management
There are also a number of maintenance tables that need to be completed from within the Land Management module but impact upon Forecasting.
For more information about using and configuring Coins ERP+ Land Management please see the Coins ERP+ Land Management Manual.
Navigation
Navigate to Land Management. All configuration options are contained within the Setup folder.
Finance Cashflow Sections
A list of finance sections used, potentially, to consolidate data from the finance sections of different Land Management templates (if applicable).
Click Add to create a new record.
supplier Categories
A list of supplier types used to categorise sections of the Land Management template.
Click Add to create a new record.