Sample Resource Management forecast time or fees reports

Applies to

Resource Management

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Reports allow you to gain insights on forecasting needs, project budgets and an understanding of who is working on what and when. The following examples show settings you can use to forecast revenue and hours for your team. Screenshots show you sample results. 

Revenue forecast by department

  • View: Time & Fees: Amounts & Hours
  • Time Frame: Next 30 Days
  • First Group By: Discipline
  • Then Group By: None
  • Show: Project Type: Confirmed

30 day revenue forecast by department

Revenue forecast by client and project

  • View: Time & Fees: Amounts & Hours
  • Time Frame: Next 30 Days
  • First Group By: Client
  • Then Group By: Project
  • Show: Everything

 30 day forecast of clients and projects

Weekly forecast

  • View: Time & Fees: Hours
  • Time Frame: This Year
  • First Group By: Week
  • Then Group By: None
  • Show: Entry Type: Future

Forecasted hours per week

Forecasted hours for people

  • View: Time & Fees: Hours
  • Time Frame: This Year
  • First Group By: Week
  • Then Group By: Team Member
  • Show: Entry Type: Future

Forecasted Availability