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 (options available to tailor report output)
Example Report Output
Report Tips

Selection Criteria

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

Report on
Project
Person
Person Status
Project Type (Project's Default)
Project Type (Exclude Actuals Reported With)
Project Status
Reporting Period
Number of Periods
Schedule Type
Cell Options
Column Options
Reporting On
Reporting Options
Post Options
Include Expense Reports

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.