The Client Contracts → Forecast Tab offers a detailed view of planned transactions and rollup tags under each Budget Line Item within a client contract. Following are the details on grid columns, grouping and filtering options, and how to maximize/minimize the tab for a more comprehensive analysis.


Precondition:

A subset of the entire budget's Budget Line Items is part of the Client Contract.


Forecast Tab Details:

Displays Budget Line Items associated with the Client Contract with at least one planned rollup tag.

Groups rollup items under respective Budget Line Items.


Forecast Transactions:

  • Total Pending Refund: 

  • Total Pending Change Order: Amount in dollars for unapproved change orders (Change Events) related to this contract.

  • Total Pending Transactions:

  • Forecast Contract Amount: Total forecasted amount across all Budget Line Items under this client contract.

  • Forecast Balance: Remaining amount across all Budget Line Items under this client contract.

  • Search Control:

  • Offers grouping and filtering options for efficient data organization.

  • Grid Structure:

  • Default Grouping: Grouped by Budget Line Item.

  • Group by Trade: (User-configurable)

  • Filter by Trade: (User-configurable)



Grid Columns:

  • Item Name: Displays the Budget Line Item name and associated Tag Name.

  • Budget Amount: Estimated budget for the Budget Line Item.

  • Forecast Amount: Estimated amount of the Tag (Summary Tag Estimated Cost).

  • Forecast Balance: Remaining amount of the total forecasted amount (Budget Amount - Summary Tag Estimated Cost).

  • Est Start Date: Estimated Start Date of the Budget Line Item and Rollup Items.

  • Est End Date: Estimated End Date of the Budget Line Item and Rollup Items.

  • Unit of Measure: UOM set on the Budget Line Item associated with the Tag.

  • Unit Quantity: Unit Quantity set on the Budget Line Item associated with the Tag.

  • Unit Cost: Unit Cost set on the Budget Line Item associated with the Tag.








Maximize Forecast Tab:

To view more data:Click on the 'Maximize' tab.

The 'Forecast Transactions' section and the grid will expand, providing a more detailed view.

Click the 'Minimize' icon to revert to the normal position.








Last Updated: Dec-15-24