Reports - Project - Forecast Summary


This report can be run to provide a forecast of cost, revenue, hours and/or gross margin information.   The report can be run with a variety of options to specify the level of summarization, the source of the Budget values (ie Assignments, Plans, Project or Tasks), whether Actuals should be considered and more.  


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


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

Usability Tip: On this report you can click on a Project Code which will navigate you to the project profile for that specific project.  It may be useful to right click on that link and open the project's profile in a new tab.  This will allow you to adjust your project / task settings and then refresh this report in the original tab to review the resulting changes.

Variance Calculation and Rounding:  The variance will be calculated using the true values and then round the result, rather than round the values first and then perform the calculation.  It is understood that is may cause a "mismatch" in the report output.

See the Report Calculations page for more information about derived value calculations.

Related Topics