Forecast to Completion (FTC)

The purpose of this article is to explore the Forecast to Completion (FTC) module, illustrating how to navigate the register, create/submit new events and retrieve any associated documentation and reports.

Video content is available below.

The below article is based upon the ECC contract type and the terminology reflects this. Certain actions may be unavailable if you do not have the appropriate permissions. Please speak with your Superuser if this is the case.

Forecast to Completion register

All FTCs for the relevant contract will be stored within this register, including a basic overview of each event. It is also possible to click into each event for more information and additional actions: 

In order to access the FTC register, navigate to the left-hand expandable menu, and select Registers followed by Forecast To Completion:

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The different states of FTCs within the register are listed below:

- Draft: FTC which is currently in draft state (this may be displayed in red if the required submission date has passed)

- VOID: FTC which has been marked as 'VOID'

- Blue: The most recently submitted FTC

- Grey : FTC which has been superseded by a more recently submitted FTC

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Once an FTC has been created, click anywhere on the relevant row within the register to access the event.

To void a draft event, right click on the draft event and select Mark this draft event as VOID:

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Please note, it is only possible to mark events as VOID whilst they are in draft state.

It is possible to view details about the event without opening it by selecting the + symbol:

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To print/export the register, click the printer symbol at the top of the page, which will allow you to do so with a variety of formats:
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Creating a New Forecast to Completion (Contractor Only)

Only the Contractor can raise an FTC. This can be done by navigating to the left-hand expandable menu and selecting Create New > Forecast to Completion:

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Please note, draft FTCs are visible to both parties.

The below pop-up window will be displayed and will automatically select the Submission tab. The below highlighted fields are required to be completed in order to communicate the event:

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You will also be prompted to complete the Detailed Profile section. This is a series of month by month reporting periods, which you may use to record both Current Actual and Current Forecast amounts:

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If previous FTCs have been raised within the contract, you can select Copy previous values to auto fill values from the previous FTC:

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Once you have started entering totals in the Current Forecast column, any reporting periods after this will not allow any actual totals to be added, as they likely haven't been reached yet. Therefore, once you begin using forecast totals, each period of time after must continue doing so, until the next submission:

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Once all of the relevant details have been entered, the event can be communicated by selecting Send / Progress located within the Submission tab.

Forecast to Completion Reminders

Reminders for FTCs are always present. These reminders will continue until actual completion is recorded.

Once an FTC has been submitted, a new reminder will be generated for the next forecast submission:

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Video Tutorial

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