Add Forecast Adjustment Notes and Forecast Adjustment Reporting to Cost Management

[kreidW7HWN]

Autodesk Cost Management needs a better way to support cost-to-complete meetings.

Customers need the ability to add a note directly to each forecast adjustment. The adjustment amount alone is not enough. Teams need to document why the forecast changed, what risk or issue caused it, and what action may be needed.

Autodesk should also add a standard report that shows the budget, current forecast, forecast adjustments, and forecast adjustment notes in one view.

This report should include:

• Cost code / budget line

• Revised budget

• Committed cost

• Actual cost

• Current forecast

• Forecast adjustment amount

• Forecast adjustment note

• Variance

• Last updated by

• Last updated date

This is critical for monthly cost-to-complete reviews. Without notes and a report, teams are forced to track explanations in Excel or separate meeting documents, which defeats the purpose of using Cost Management as the source of truth.

Priority: High

[ian_turner]

Hello @kreidW7HWN 

Does this notes field not help, available in the flyout when you select the forecast adjustment?

[kreidW7HWN]

It helps in the program yes, but when PM's sit down with leadership a report is usually generated / created showing adjustments per line item and the description. And while in that meeting, it's very helpful for the PM if their notes can be available with them not just the name of the adjustment. 

[ian_turner]

Understood, just wanted to make sure you were aware we do have comments available?

So the request is just for the report, correct?

[kreidW7HWN]

Yes please, and it would be awesome to have the report include the notes section that you mentioned. 

Pm's would love this report, even if it was limited to Excel. Thank you!