Project Charges Forecast Report
The Project Charges Forecast report is available for charge-based projects. This report details the monthly forecasted charges per project based on the established charge rules for each project.
The report is available when using the Project Management and Charge-Based Billing features.
To see the Project Charges Forecast report:
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Go to Reports > Time & Billables > Unbilled Cost by Customer.
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A message appears indicating that your report is loading. The status bar indicates the progress as your report loads. You can click Cancel Report to stop the report from loading.
Expense-based rules are not included in charge forecasts.
Project Charges Forecast with Resource Allocations
If you also use Resource Allocations, you can choose to forecast time-based project charges using allocated time rather than planned time. Project Management, Charge-Based Billing, and Resource Allocations are all required features to use allocated time for project forecasts.
To use resource allocations for project forecasting:
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Go to Setup > Accounting > Accounting Preferences.
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Click Time & Expenses.
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Under General, in the Service Item for Forecast Reports field, select a service item. The labor cost for the selected service item is used when forecast reports are based on allocated time.
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Click Save.
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Go to Lists > Relationships > Projects.
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Click Edit next to the project you want to forecast with resource allocations.
Note:Only projects using charge-based billing are displayed on the Project Forecast report.
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Click the Preferences subtab.
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Check the Use Allocated Time for Forecast box.
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Click Save.
The Project Charges Forecast report now displays forecast amounts based on resource allocations.
This report does not support reporting by period even when the Report by Period preference is set to All Reports. The Report by Period preference can be configured at Home > Set Preferences, the Analytics subtab.