Fresh Projects

00:00: The Financial Forecast reports on gross and net income across all projects,

00:04: allowing you to compare actuals to targets.

00:07: Let's consider how to access and interpret this report.

00:13: On the Insight page in the Main Menu,

00:15: click on the Financial Forecast under the Fees & Invoicing section.

00:20: Click the date range selector to choose a date range,

00:23: or use the drop down to select a predefined period.

00:28: Then, open the drop-down list beneath Primary Values and select the options that

00:33: should be reflected in the report.

00:36: Multiple options can be selected.

00:38: You can do the same for any Secondary Values.

00:43: Now,

00:44: select the Columns required and then specify the Row Grouping and Column Grouping.

00:50: Then, toggle on your preferred selection for passthrough sub-projects,

00:55: zero movement sub-projects and planned opportunity values.

01:00: Lastly, set any required filters including Project Status,

01:04: Project Manager,

01:05: or your respective Tracking Categories.

01:09: Click "Load" to load the Financial Forecast data with the selected filters and

01:13: settings.

01:15: The Financial Forecast report will then be loaded,

01:18: portraying a list of the characteristics selected from the options beneath Columns.

01:24: The Planned Invoices for the listed Projects and Sub

01:28: Projects (as well as any other value options selected),

01:31: will then be reported for the relevant months,

01:33: beginning at the Start date selected previously.

01:37: The Planned Invoices are derived from each project's Schedule.

01:42: The respective totals will be shown at the bottom of the screen.

01:47: The information shown here can be downloaded in a spreadsheet as a report by

01:51: clicking on thedownward-facing arrowin the top right corner of the screen.

01:56: You have successfully configured and customised the Financial Forecast report in

02:01: Fresh Projects.