SECTIONSProject Forecast Template
The Project Forecast template has the field values detailed in the Forecast Template Details table.
Your selection while creating the template using the Feature Console determines the column dimensions used.
Time Period Year and Month
If you selected the "Time period year and month" option in the Feature Console, your template has the following structure:
-
Column dimensions:
- Time Period End Date (Year)
- Time Period End Date (Month)
- Revenue/Cost
-
Row dimensions:
- Project ID
- Actuals/Forecast
- Source
- Level 4 ID
- Breakdown
-
Measures:
- Primary measure: Amount (Record Currency)
- Secondary measure: Amount (Corporate Currency)
- Default Unit Dimension: Currency
Time Period Name
If you selected the "Time period name" option in the Feature Console, your template has the following structure:
-
Column dimensions:
- Time Period
- Revenue/Cost
-
Row dimensions:
- Project ID
- Actuals/Forecast
- Source
- Level 4 ID
- Breakdown
-
Measures:
- Primary measure: Amount (Record Currency)
- Secondary measure: Amount (Corporate Currency)
- Default Unit Dimension: Currency
The Project Forecast Example table represents a forecast created using the template and the "Time period year and month" option.
Acme Company - Managed Services-Project Part 1KPI Summary Cards
The Project Forecast template has the following KPI summary cards:
| KPI Summary Card | How the Card is Calculated | Unit of Measure Configuration |
|---|---|---|
| Expected Total Cost (EAC) | SUM(Actual Cost) + SUM(Forecast Cost) | Default Plan Unit |
| Expected Total Margin (%) | ((Total Revenue - Total Cost) / Total Revenue) * 100 | Percentage (%) |
| Expected Total Revenue (EAC) | SUM(Actual Revenue) + SUM(Forecast Revenue) | Default Plan Unit |
| Forecast Cost (ETC) | SUM(Forecast Cost) | |
| Forecast Revenue (ETC) | SUM(Forecast Revenue) |