Forecast tab

The Project Forecast pulls together information about the project that will enable you to see actual Project Costs, Revenues and Margins. It draws on information entered in submitted time sheets and allows a comparison with the original Project Resource Plan.

How do I access the Forecast tab?

1. From the Navigation Panel, under Public Zones, select Projects.
2. All existing Projects created for your company will be shown. You can search for a specific project in the Search Projects field, or you can choose to Filter certain types of projects by clicking on the appropriate Attributes button. You can also scroll through the list of clients and select the appropriate client.
3. Select the card for the project you wish to update.
4. In the centre of the screen, you will see various tab headings allowing you to choose an action for your chosen Project.
5. Select the Forecast tab.
6. The information on this tab is read only - it draws on information entered in submitted time sheets and allows a comparison with the original Project Resource Plan.