Getting Started
Aegis Capital Forecasting is installed from Microsoft AppSource as a Dynamics 365 Business Central extension. After installation:
- Search "Aegis Forecast Setup" in Business Central's Tell Me search
- Configure your feature toggles and EAC calculation method
- Create your WBS hierarchy
- Set up your budget version and CBS budget lines
- Create an AFE authorization
- Define pay items and rules of credit for progress measurement
- Open a progress period and start tracking
Forecast Setup
The Aegis Forecast Setup page is your central configuration hub. Here you configure:
- EAC Method — How Estimate at Completion is calculated. Options include: AC + ETC, BAC / CPI, AC + (BAC - EV), AC + (BAC - EV) / CPI
- Minimum CPI — A floor value for CPI used in EAC calculations. Prevents early-period distortion when actual costs are very low
- Snapshot Retention Days — How long materialized forecast snapshots are kept
- Feature Toggles — 8 switches to enable/disable specific functionality
Work Breakdown Structure (WBS)
The WBS is the backbone of your project structure. Search "Aegis WBS Nodes" to manage your hierarchy.
Node Types
- Project — The top-level node (indentation 0)
- Rollup / Control Account — Intermediate nodes that aggregate child values
- Work Package — Leaf nodes where actual cost coding and progress measurement happen
Key Fields
- WBS Code — Unique identifier (e.g., SC-1100)
- Description — Human-readable name
- Parent WBS Code — Links to the parent node for hierarchy
- Indentation — Automatically calculated from parent relationships
- AFE No. — Links the node to an Authorization for Expenditure
WBS nodes display EVM FlowFields: Budget at Completion (BAC), Actual Cost (AC), Earned Value (EV), Open Commitments, and calculated metrics like CPI, EAC, and VAC.
CBS Budget & Versioning
Budget lines are managed through "Aegis CBS Budget Lines" and organized by budget version.
Budget Versions
Search "Aegis Budget Versions" to manage versions. Each version follows a workflow:
- Draft — Being prepared, editable
- Submitted — Sent for review
- Approved — Accepted, ready to baseline
- Baseline — Active version used for EVM calculations
Mark one version as Is Current to use it as the baseline for BAC calculations. Change orders are tracked by creating new budget versions linked to the original.
Budget Lines
Each CBS budget line specifies:
- Budget Version Code
- WBS Code (must be a work package)
- Cost Type (LABOR, MATL, EQUIP, SUBCONT, etc.)
- Period (time-phased budgeting)
- Amount
Authorization for Expenditure (AFE)
AFEs represent formal spending authority for your project. Search "Aegis AFE Authorizations".
AFE Workflow
- Draft → Submitted → Approved → Active → Closed
PO Spending Gate
When Enforce AFE Spending Gate is enabled, Aegis validates every purchase order line against the linked AFE's remaining authority. If the PO amount would exceed the authorized limit, the line is blocked.
Remaining Authority = Authorized Amount - Spent to Date - Open Commitments
Pay Items & Rules of Credit
Pay Items
Pay items are the measurement units for your project. Search "Aegis Pay Items". Types include:
- Lump Sum — Fixed price for a scope of work
- Unit Price — Quantity x unit rate (e.g., 450m of shaft at $4,666.67/m)
- Milestone — Payment on completion of a defined milestone
Rules of Credit
Rules of Credit define how progress is measured for each pay item. Search "Aegis Rules of Credit".
Each rule contains weighted steps that must sum to 100%. When a step is marked complete, its weight is added to the percent complete. Earned Value = BAC x % Complete.
Rules of Credit follow an approval workflow. When Require RoC Approval for EV is enabled, only approved rules generate earned value.
Progress Measurement
Progress is recorded through the "Aegis Progress Worksheet", organized by progress period.
Progress Periods
Search "Aegis Progress Periods" to create and manage periods. Each period has a cutoff date and follows a workflow:
- Open — Progress can be entered
- Submitted — Ready for review
- Locked — Finalized; EVM calculations are frozen
Workflow
- Open the Progress Worksheet and set the period filter
- Click Actions > Create Entries for Period to generate entries from pay items
- For each entry, open the Step Completion subpart and mark completed steps
- Click Actions > Recalculate All to update % Complete and Earned Value
- When done, Submit and Lock the period
Completed steps carry forward to the next period automatically.
EVM Engine & Forecasting
Aegis calculates earned value metrics at the WBS node level:
- BAC (Budget at Completion) — Sum of CBS budget lines for the current version
- AC (Actual Cost) — Sum of posted purchase invoice lines coded to the WBS node
- EV (Earned Value) — Sum of earned value from locked progress entries
- CPI (Cost Performance Index) — EV / AC
- SPI (Schedule Performance Index) — EV / PV
- CV (Cost Variance) — EV - AC
- SV (Schedule Variance) — EV - PV
- EAC (Estimate at Completion) — Calculated per setup method
- ETC (Estimate to Complete) — EAC - AC
- VAC (Variance at Completion) — BAC - EAC
EAC Methods
- AC + ETC — Actual cost plus remaining estimate
- BAC / CPI — Budget divided by cost performance (most common)
- AC + (BAC - EV) — Actual plus remaining budget
- AC + (BAC - EV) / CPI — Performance-adjusted remaining work
Reports & Power BI
Cost Report
Search "Aegis Cost Report" for a consolidated view of all WBS nodes with EVM columns: BAC, AC, EV, % Complete, CPI, CV, EAC, VAC. Color-coded CPI and VAC highlight problem areas.
Power BI API Pages
Aegis exposes 5 OData v4 API pages for Power BI integration:
- WBS Forecast — Current EVM metrics by WBS node
- Forecast Snapshots — Historical snapshot data for trending
- Posted Actuals — Invoice line details with WBS coding
- Open Commitments — Outstanding PO lines by WBS
- Pay Item Progress — Progress entries with earned value
Feature Toggles
All toggles are configured on the Aegis Forecast Setup page:
- Enforce AFE Spending Gate — Block POs exceeding AFE authority
- Require WBS on Purchase Lines — Mandate WBS coding on every PO line
- Enable Budget Versioning — Multi-version budget with approval workflow
- Enable Pay Item Tracking — Pay items and rules of credit for EV measurement
- Require RoC Approval for EV — Only approved rules of credit generate earned value
- Enable BC Projects Bridge — Link WBS nodes to BC Projects
- Enable P6 Schedule Import — Import schedule data from Primavera P6
- Auto-Close Expired AFEs — Automatically close AFEs past expiry
Support
For support, questions, or feedback:
Aegis Capital Forecasting is published by Perseus Enterprises Inc. © 2026. All rights reserved.