Viewing a Billing Forecast

To view the values generated by a billing forecast calculation:

1. From the Billing Forecast Calculations tab, click the billing forecast calculation.
2. On the Billing Forecast Calculation Detail view, click View Billing Forecast. The Billing Forecast page is displayed.

The Billing Forecast Summary panel shows a breakdown of the values generated by the billing forecast calculation, structured by region, practice, or group (RPG Abbreviation of region, practice, group.). You can expand and collapse the tree to view the values generated for subregions and sublevels.

To drill down and view forecasting data for the projects and opportunities recorded against a particular RPG, click the relevant RPG in the tree. The projects and opportunities recorded on the selected RPG are displayed in a separate Projects and Opportunities panel, showing the values for each forecast category, such as "Expected", or "Worst Case".

The following icons are used:

	indicates a project
	indicates an opportunity

For projects, you can click the arrow displayed next to the project name to expand the tree and view a breakdown of the total forecast value by forecast factor. You can view values for the following forecast factors, if included in the billing forecast calculation:

• Actuals
• Scheduled: Assignments
• Scheduled: Held RRs
• Scheduled: Milestones
• Scheduled: Unheld RRs
• Unscheduled Backlog

Project forecast factors that have not been included in a billing forecast calculation are not displayed. The Actuals forecast factor includes billings and expenses so does not display if the multiplier is zero on the Billing Forecast Setup page for both Billings and Expenses.

For detailed information on the values used by the billing forecast calculations, see How Billing Forecasting Calculations Work.

Tips:

To go directly to the relevant record and view details, click the project or opportunity name.

If you click the name displayed in the Point of Contact column, you can view the Contact record for a project manager or the Salesforce User record for an opportunity owner, provided you have the required permissions.

You can use the buttons in the header of the Projects and Opportunities panel to make the most of the space available on the Billing Forecast page:

	Collapse the panel and make more space for viewing the RPG Abbreviation of region, practice, group. tree. The Projects and Opportunities tree is hidden.
	Return the panel separator to its previous position and reveal the Projects and Opportunities tree.
	Expand the panel and make more space for viewing the Projects and Opportunities tree. The RPG tree is hidden.
	Return the panel separator to its previous position and reveal the RPG Abbreviation of region, practice, group. tree.

You can also click and drag the panel separator to resize the panels manually.

Viewing Override Details

Icons are used to indicate that an override has been applied to:

• a value on the Billing Forecast page
• a value lower down in the RPG Abbreviation of region, practice, group. hierarchy, for summary roll-ups

The icons are:

	the adjusted or current value is greater than the original forecast value
	the adjusted or current value is less than the original forecast value
	the adjusted or current value is the same as the original forecast value

To view a tooltip containing details of an override or a summary roll-up, hover over the corresponding cell in the grid.

The original and current values referred to in the tooltip are taken from the following fields on the Billing Forecast Summary Category object:

• Billing Forecast Total Value (Original Value)
• Adjusted Value (Current Value)

For a list of all the overrides applied to a billing forecast calculation, select the billing forecast calculation from the list on the Billing Forecast Calculation object and view the Billing Forecast Overrides related list.

For more information on overrides, see About Billing Forecast Overrides and Overriding Billing Forecast Values.

When all overrides have been applied, you can commit the billing forecast calculation. For more information, see Committing a Billing Forecast.

Billing Forecasting Permissions

You can only view forecast data for the regions, practices, and groups you have permissions to view. For more information on the Billing Forecasting permission sets available, see Billing Forecasting Permission Sets.

Controlling Columns

Locking a Column

To lock a column in place so that it will stay visible while you scroll:

1. Drag the column divider until the column is the width you require.
2. Click the down arrow in the column heading.
3. Select Lock to lock the column into position, or select Unlock to unlock the column.

Hiding a Column

To hide a column:

1. Click the down arrow in a column heading.
2. Select Columns and clear the box beside the name of the column you want to hide.

Tip:

To show a hidden column, select the box beside the column name.

Sorting Column Entries

To sort the entries on a column that has sorting available:

1. Click the down arrow in the column heading.
2. Select Sort Ascending to sort the column in alphanumeric ascending order, or select Sort Descending to sort the column in alphanumeric descending order.