Project Forecast Report

Use the Project Forecast report to review probability estimates and predicted revenue for regular projects that are in the In Pursuit or Won stage.

Prerequisites: 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.

You can report revenue forecasts, and view compensation and contract amounts, at the work breakdown structure (WBS) levels to which they are assigned. In addition, you can group and total data using fields such as organization or project manager at the project, phase, or task level. The report uses the estimated or actual milestone start/completion dates of the lowest WBS level to determine how to accurately allocate compensation amounts into the report's period columns. If the report includes revenue forecast amounts for a project, the assigned forecast dates are used to allocate those amounts.

• When allocating compensation amounts, assign estimated or actual start/completion milestone dates to each of the project's lower WBS levels. This is required, even if you are including only WBS1 values on the report.
• When allocating estimated fee or weighted fee for projects in an In Pursuit stage, assign estimated or actual start/completion milestone dates for at least the WBS1 level.
• When allocating revenue forecast amounts, verify the default WBS level dates in the Revenue Forecast application.