Project Forecast Report
Use the Project Forecast report to review probability estimates and predicted revenue for projects that your firm is pursuing or has won.
You must own either the CRM or Resource Planning module to use this report. The Resource Planning module is required to use revenue forecasting options. The Project Forecast report only includes regular projects that are in the In Pursuit or Won stage type.
- Related Topics:
- Project Forecast Columns & Groups Tab
Use the Columns & Groups tab to organize and group data and to select the columns to display on your report. - Project Forecast Options Tab
Use the options to set time frame and calculation options for the report. - Project Forecast Chart Tab
Use the Chart tab to choose the type of chart to be displayed on your report. - Project Forecast Layout Tab
Use the Layout tab to choose the formatting properties and visual characteristics to be displayed on your report. - Columns for Project Forecast Report
You can select the columns to display on your report.
Parent Topic: Project Reports