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Introduction to "Forecast" 2 min
- Setting Up
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Configuring "Forecast" Settings 1 min
- Managing
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Navigating the "Cost & Time" Tab 3 min
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Creating, Importing, and Managing Schedule Tasks 2 min
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Linking Schedule Tasks to Budget Items 2 min
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Managing Budget Items 1 min
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Navigating the Details Panel for Budget Items 3 min
- Cash Flow
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Creating a Forecast Distribution 4 min
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Using the Details Panel to Manage Forecast Distributions 2 min
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Navigating the "Cash Flow" Table 2 min
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Navigating Forecast Distribution Views 3 min
- Performance Tracking
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Creating Performance-Tracking Items and Instances 3 min
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Managing Performance Ratios 2 min
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Adding Forecast Adjustments in the "Performance Tracking" Tab 2 min
- Check Your Understanding
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Knowledge Check
- Conclusion
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Help Us Help You
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Course Wrap-Up
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Training and Support
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Related Content
Forecast
Learn how to access a project-level cash flow analysis in Cost Management.
Note: Please register to access the course content.
You'll earn points in The Big Room for completing this course!
Welcome to Forecast!
In this course, we’ll go over how to access a project-level cash flow analysis and quickly visualize the difference between planned actual and forecast with built-in dynamic charts to ensure plans are being met, risk is mitigated, and profit is maximized.
Who should take this course?
This course is designed for project team members who are involved in the Cost Management process.
We’ll cover:
- Cash flow dashboard navigation
- Schedule task creation
- Forecast distribution