Forecast Change Log

Sometimes forecasts go up and sometimes they go down. Knowing what has caused a forecast to change is important to different levels of management.

Every time a new forecast is added or an existing forecast is changed, details of the change are recorded and added to the Forecast Change Logs. The change logs can then be viewed at either a project or client level from various areas of Project Works. Forecast changes are also presented on graphs on the various client and project forecasting screens providing an visual representation of changes.

Forecasts are entered for a month (ie, the month an invoice will be raised) and forecast change logs are grouped into the month the forecast is for, and then by the date of the change. Each entry on the change log shows the following:

  • Date and time the forecast was changed, and who made the change
  • Client, Project, Client Manager & Project Manager
  • Comment, reason the forecast was changed
  • Old forecast, new forecast and the amount of the change

Client level forecast change logs

The Client Forecasting screen provides access to forecast change logs at a client level and can be viewed either for an individual client, or at a Client Manager level. 

Client Manager Portfolio 

The forecasting overview by client manger section groups forecasts to the Client Manager level. Clicking the forecast for a client manager will show the forecast change log for all clients/projects within their portfolio.


Client

Within each Client Manager, forecasts are presented for each client. Clicking the forecast for a client will show the forecast change log for all projects for the selected client.


Client Manager Portfolio: The forecasting overview by client manger section groups forecasts to the Client Manager level. Clicking the forecast for a client manager will show the forecast change log for all clients/projects within their portfolio.

Client: Within each Client Manager, forecasts are presented for each client. Clicking the forecast for a client will show the forecast change log for all projects for the selected client.


Project level forecast change logs

The Project Forecasting screen provides access to forecast change logs at a project level and can be viewed either for an individual client, or at a Project Manager level..

Project Forecasting

The Project Forecasting screen provides access to forecast change logs for the portfolio of a Project Manager, or for a specific project. 

Project Manager Portfolio 

The forecasting overview by project manger section groups forecasts to the project manager level. Clicking the forecast for a project manager will show the forecast change log for all projects within their portfolio.


Project

Within each project manager, forecasts are presented for each project. Clicking the forecast for a project will show the forecast change log for the selected project.


Note: The change log for a specific project can also be accessed from the forecasting screen for a client (by clicking the forecast amount in the Non Services or Services column) and the forecast total on the forecasting screen for the project