Filtering Forecast Views by Revenue or Cost

By default, your project forecast displays both Revenue and Cost columns for every period. However, you can use the dimension value filter to display a single value instead, so that you can focus on the data you need without exceeding the forecast's column limit.

To use the dimension value filter:

1. Open the forecast that you want to view.
2. In the forecast toolbar, click Revenue/Cost.
3. Select the value you want to display the columns for, or select "All" to display all columns.

Selecting a single value hides the columns for the other values, and any rows, including subtotal rows, that relate only to those hidden values. This does not change the underlying data. Calculations and KPIs always reflect every value, regardless of which one you select.

Notes:

• To use the dimension value filter, you must be assigned the Filter Columns by Dimension Values feature permission via a feature access rule. This permission is assigned by default.
• Your selection is saved automatically, and applied the next time you open that forecast. Your selection does not apply to any other user's view of that forecast or your view of other forecasts.
• The dimension value filter is also available when the forecast is embedded on a project, region, practice, or group record page.
• The dimension value filter does not appear if the forecast has only revenue or only cost columns, or if there is no dimension to filter on.