I need to generate forecasting information based on estimates that are created in FMP. I am very new at this and have no idea where to begin. The following is the information that will be used.

There will be an estimate total.

We are actually two companies so the next step is to enter the percentage of the estimate that will be assigned to each company.

Then, the timeframe for the project will be determined (not sure if it will be monthly or quarterly).

Finally, the percentage that will be billed each month/quarter is entered. Some projects can take only one quarter while others can take up to 5 or 6.

I can handle the fields and calculations for the amount to be assigned to the different companies. I don't know how to proceed when trying to tie in the quarters since this information can be different for each estimate.

Can anyone suggets the types of fields to use to enter the data, how to display the data and any calculations or scripts that will help me?

Cindy

First, how does you company currently do forcasting?

If they do not do it, then you need to start there and determine how they want to do forecasting.