Project stage forecast

Project stage forecast

Your project stage forecast report lists all of the project stages that are assigned to you that have not been completed or invoiced yet.

To access this report, click on the "Forecast" figure on your dashboard.



Alternatively, you can click on the workflow icon then the arrow button to access this report.

Click on the project details to be taken to that project. 

Information on what the workflow column is for can be seen in the workflows article.
    • Related Articles

    • Project map

      Your project map lists all of your projects that have a "Start Date" set, but have not been completed. When you first view the page you will see a map of the UK. Select a user at the top right of the map to see their ongoing projects on the map. ...
    • Project templates

      You can create project templates that contain all of your project stages. Then, when you are creating a quote, you simply select the template and all of the relevant stanges are automatically added to the quote.
    • Project types

      When you are adding projects, you can assign them to a project type to make it easier to report on. Click on one to edit it, click on the red bin to delete it.
    • Project chat

      When you create a project, a chat room specifically for that project is also created. You can access the chat rooms from any page by clicking the chat icon at the top right in the header. To tag people in a chat message (they will receive a ...
    • Workflows

      Workflows are a way to set which project stages you want to work on that day or week. ​ To add an item to your workflow, either click on the "Forecast" figure on your dashboard, or click the workflow icon in the header, then click the green arrow ...