Using Rolling Forecast with Projects

If your administrator set up rolling forecast for Projects, after you plan and forecast your projects, you can analyze projects over a rolling forecast time period range.

To review your projects in a rolling forecast time period range, click Projects , then Analysis , and then Rolling Forecast .

Rolling forecast forms and dashboards are set up based on the rolling forecast range.

When your administrator updates the current time period, rolling forecast forms and dashboards are automatically updated to add or drop time periods to reflect the updated rolling forecast range.

KPIs are available for reporting purposes:

• TTM (Trailing Twelve Months). This scenario reports the activity in Flow based accounts over the prior twelve months.
• Projected 12. For Flow type accounts, this scenario reports on the sum of (current period + 11 future periods). For Balance type accounts – this scenario reports on a member value 12 periods in the future.