Reports - People - Periodic - Forecast

Overview

This report can be run to provide a forecast of cost or revenue information in a Daily, Weekly, Monthly or Quarterly layout.   The report can optionally be run with Budget (aka Assignment) or Plan information, and can also optionally include Actuals through a particular date. If actuals are included, the report includes financial document labor, expense, and item transactions.

Roles

This report is available to users having any of the following roles:  Administrator, HR Administrator, P&R Administrator, Manager and Viewer.

License

This report is available with the Project Portfolio family of licenses.

 

Topics covered on this help page include:

 


Selection Criteria

Field Descriptions (click on a link below for additional information)

 

 


Example Report Output


Report Tips

The Use Probability Percent control has a dual purpose.  

a. It affects the amounts (Hours * Rate) shown for the PLANS only.  The amounts shown are the result of the following calculation: (Hours * Rate * Probability %), where Probability % is entered in the Project > Profile > Budget.

b. It also can function as a filter for including projects in the report output.  Any project that has Probability % <= the specified value will NOT be included in the output.

 

Related Topics