Forecast by Project Table

The Forecast by Project table provides supporting detail for the project backlog components of the Revenue Forecast chart and Backlog Forecast chart.

Table Data

For the current period and each future period for which data exists, the table displays the estimated revenue each existing project is expected to contribute, along with the resulting change in that project's contract backlog. For example, if a project is expected to contribute 10,000 in revenue for a period, that increases forecasted revenue and decreases backlog by that amount. 10,000 displays in Pipeline Revenue and (10,000) displays in Change in Backlog for that project and period.

As Of Dates

The two dates displayed in the upper-left corner of the dashboard are used as the starting points for the forecast data. Those dates may be different because they come from different sources:

• The Project As Of date is the end date of the earliest fiscal period for which project backlog forecast data is included.
• The Pipeline As Of date is the earliest date for which pipeline forecast data is included.

Filter Options

Use the filter lists on the left side of the dashboard to focus the chart on...

• Forecast data for a specific company (if your firm has multiple companies in Costpoint).
• Forecast data for one or more specific organization codes. Use the icon at the top of the Org filter list to display organization codes for all levels of the organization structure or only the organization codes for a specific level.

Export to Excel

To export the data in this table to a Microsoft® Excel® spreadsheet, click in the upper-right corner of the table.