Enabling the Forecast column
Open the Cost Report for any project. Click the Forecast toggle in the toolbar to show the Forecast column alongside your actuals.
Entering forecast values
Click Forecast Entry in the Cost Report toolbar to open the bulk entry modal. Two input methods are available:
Quick Input
Enter a single value per cost code and choose how to distribute it across months:
Equally — Divides the total evenly across all months
Custom — Enter a percentage per month
Table View
Enter values for each cost code and month directly in a spreadsheet-style table.
Excel template import/export
Download the forecast template from the Bulk Forecast Entry modal. The template includes your cost codes and month columns pre-filled. Complete it and import it back using the Import button.
Forecast metrics
You can forecast the following:
Actual Cost
Actual Sales
Period Applied Value
Period Certified Value
Reviewing forecast vs actuals
Enable the Forecast column and select your metric to see planned vs actual side by side. Use the date range selector to match the reporting period.
