Using Forecast Filters

Who Can Use It?	Where Is It?
Assistant Project Manager Project manager Director Administrator System Administrator	Reports > Edit Report > Filters tab

The financial filters are shown in the report > filters panel. They are shown for forecasting reports for both Project and Sub Project types. The filters can be found by opening Reports, then selecting the edit button in the toolbar. On the filters panel that opens the forecast filters are shown in their own group at the end of the list. Click the '+' button on the forecast group to see what filtering options are available.

Click the image above to see Sub Project Forecast Filters.

The manager Simon Waters is working on several Synergy projects and wants to get a quick snapshot of all the projects where a forecast value has been entered. The report should also include any sub projects that have a forecast value entered in any future months or in the next months forecast.

To create this report:

1. Open Reports > Sub Project reports.
2. Let's use the 'Sub Project Revenue Forecast(No Adjustments) Report'. This will show the true forecast value entered for each Sub Projects, without changing the values using the proposal success factor value.
3. Double click the report to see the filters panel. Learn more about standard report filters.
4. Next add a forecast filters against the 'sub project' level by:
   1. Expand the Forecast filters group, and click the '+' to expand.
   2. Select the filter 'Forecast Total' from the Available filters list.
   3. Select a rule like 'Is Greater Than' and then enter a dollar value. i.e. Greater than $0.00 will let you find anything that actually has a value entered.
   4. Click the Add to Filter button.

Click the image above to view the sub project forecast filters.

5. Or try adding filters to only see the entered forecast values in a certain month. i.e. 'Forecast Month 1' only shows the entered forecast values for next month.

Click the image above to see the monthly forecast filter options.

6. Select the columns tab, and check that all the required columns are shown in the report. Learn more about adding columns.
7. The default report doesn't have the 'forecast total $' column. Try adding this column to your forecast report to check on the filter that you added above.

Click the image above to view the report columns.

8. (Optional) Use the style and save tab to save this as one of your custom reports.
9. Click Run to generate the report.
10. The created report example will only show sub projects which have a forecast value entered (i.e. the forecast total field is greater than $0).

Click the image above to view the created sub project forecast report.