Create a Forecast to Complete Column

Background

A forecast to complete column allows you to use two (2) or more columns to build custom mathematical expressions using available budget data. Supported operations include addition (+), subtraction (-), multiplication (*), and division (/).

Things to Consider

  • Required User Permissions:

    • 'Admin' level permissions on the Company level Admin tool.

Steps

Create a Forecast to Complete Column from the Columns Tab

Show / Hide Steps

  1. Navigate to the Company level Admin tool.

  2. Under 'Tool Settings', click Budget.

  3. Select the Columns tab.

  4. Click + Create and select Forecast to Complete Column.

  5. Under 'General Information', configure the following:

    1. Default Column Name. Enter a name for the forecast to complete column.
      Note: You can assign a different display name when managing a budget or forecasting view.

    2. (Optional) Include column in Single Tool Budget reports. Mark this checkbox to include the column in Single Tool budget reports.

  6. Under 'Formula and Overrides', configure the following:

    1. Select Column. Click to select the first column from the drop-down list.

    2. Choose an operator:

      • Add (+)

      • Subtract (-)

      • Multiply (*)

      • Divide (/)

         Note

        Calculations follow the standard mathematical order of operations (multiplication and division occur before addition and subtraction).

    3. Select Column. Click to select the second column from the drop-down list.

    4. (Optional) Add Column. Click to add additional columns and operators as needed.

  7. Under 'Data Display', Display subtotals and grand totals is enabled by default and cannot be changed.

  8. Click Create.
    The new forecast to complete column will appear in the Columns list.

Create a Forecast to Complete Column from a Budget View

Show / Hide Steps

  1. Follow the relevant steps to create or edit a budget view.

  2. On the 'Budget View' page, click + Create in the Columns panel.

  3. Select Forecast to Complete Column.

  4. Under 'General Information', configure the following:

    1. Default Column Name. Enter a name for the calculated column.
      Note: You can assign a different display name when managing a budget view.

    2. (Optional) Include column in Single Tool Budget reports. Mark this checkbox to include the column in Single Tool budget reports.

  5. Under 'Formula and Overrides', configure the following:

    1. Select Column. Click to select the first column from the drop-down list.

    2. Choose an operator:

      • Add (+)

      • Subtract (-)

      • Multiply (*)

      • Divide (/)

         Note

        Calculations follow the standard mathematical order of operations (multiplication and division occur before addition and subtraction).

    3. Select Column. Click to select the second column from the drop-down list.

    4. (Optional) Add Column. Click to add additional columns and operators as needed.

  6. Under 'Data Display', Display subtotals and grand totals is enabled by default and cannot be changed.

  7. Click Create.

     Note

    • The new forecast to complete column is enabled by default in the budget view. You can toggle its visibility on or off using the toggle switch in the panel. See Enable or Disable Columns in a Budget or Forecasting View.

    • The new forecast to complete column will automatically appear on the far right of the budget view table in the project's Budget tool.

Create a Forecast to Complete Column from a Forecasting View

Show / Hide Steps

  1. Follow the relevant steps to create or edit a forecasting view.

  2. On the 'Forecasting View' page, click + Create in the Columns panel.

  3. Select Forecast to Complete Column.

  4. Under 'General Information', configure the following:

    1. Default Column Name. Enter a name for the calculated column.
      Note: You can assign a different display name when managing a forecasting view.

    2. (Optional) Include column in Single Tool Budget reports. Mark this checkbox to include the column in Single Tool budget reports.

  5. Under 'Formula and Overrides', configure the following:

    1. Select Column. Click to select the first column from the drop-down list.

    2. Choose an operator:

      • Add (+)

      • Subtract (-)

      • Multiply (*)

      • Divide (/)

         Note

        Calculations follow the standard mathematical order of operations (multiplication and division occur before addition and subtraction).

    3. Select Column. Click to select the second column from the drop-down list.

    4. (Optional) Add Column. Click to add additional columns and operators as needed.

  6. Under 'Data Display', Display subtotals and grand totals is enabled by default and cannot be changed.

  7. Click Create.

     Note

    • The new forecast to complete column is enabled by default in the forecasting view. You can toggle its visibility on or off using the toggle switch in the panel. See Enable or Disable Columns in a Budget or Forecasting View.

    • The new forecast to complete column will automatically appear on the far right of the forecasting view table in the project's Budget tool.

See Also

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