Altus allows you to import forecast labour costs from the Resource Plan directly into the Financials section of a project.

This enables you to:

• Align financial forecasts with resource planning data
• Reduce manual entry of forecast values
• Ensure consistency between resource allocations and financial reporting

For detailed configuration of resource-based forecasting, refer to:
https://docs.altus.pro/products/AltusPPM/Configuration/Resources/ResourcePlantoForecast.html?q=import%20forecast

Important: Prerequisites

Before importing forecast labour costs:

• Resource plans must be configured and populated
• Resources must have cost rates defined
• Financial categories (e.g. Opex, Capex) must be available
• You must have appropriate permissions to:
• • Access project financials
  • Run import actions

Where This Is Performed

This action is completed within:

• Project → Financials tab

High-Level Steps

1. Navigate to Projects
2. Open the required project
3. Select Information → Financials
4. In the Financials view:
5. • Locate the Data menu (top right)
   • Select Import Resource Forecasts
     
     Tip: When forecast data is available from the Resource Plan, a yellow notification banner will appear at the top of the Financials grid stating “New Information to import”. A salmon indicator dot will also appear on the Data menu, signalling pending data. Select Import Resource Forecasts to open the review window, where you can view a summary (e.g. transaction count and total cost) and optionally open Details before confirming the import.

✅ This option is available from the dropdown alongside:

• Export to CSV
• Import Timesheet Actuals

What Happens During Import

When you select Import Resource Forecasts:

• Forecast labour costs are calculated from the Resource Plan
• Values are mapped into the Financials grid
• Costs are reflected across the selected time periods

You will typically see:

• Updated Forecast values
• Aggregated totals at category level (e.g. Opex)
• Updated variance calculations

Post-Import Actions

After importing:

1. Review the updated Forecast values
2. Validate totals across:
3. • Time periods
   • Financial categories
3. Select Save (if required) to persist changes

How This Impacts Altus

This functionality ensures:

• Financial forecasts are aligned with resource allocations
• Improved accuracy in:
• • Cost forecasting
  • Budget vs forecast tracking
• Reduced duplication between:
• • Resource planning
  • Financial management

Key Considerations

• Import reflects current resource plan data only
• Changes to resource plans require re-import to update forecasts
• Financial values may overwrite existing forecast entries
• Ensure resource rates and allocations are correct before import

Tips

• Use this action as part of your planning cycle
• Re-import after major changes to:
• • Resource assignments
  • Allocation hours
  • Cost rates
• Validate financial totals after each import
• Combine with timesheet actuals import for full financial tracking