What budgets and forecasts are included in the summarization?

Certain financial plan types are included in summarization by default, while you must manually select others.

Approved forecast and baseline budget versions of the following financial plan types are automatically included in summarization of project performance data:

  • Approved Revenue Budget

  • Approved Cost Budget

  • Primary Revenue Forecast

  • Primary Cost Forecast

Apart from the default financial plan types, you can include up to four others in summarization of project performance data.