In brief

The Expense forecast allows you to estimate expenses for a Case. The Expense forecast can then be used in relation to the Billing forecast to view the Margin compared to the Margin forecast. In this way you’re able to compare how well you forecast billing and expenses for a case in relation to actual results.

Getting Started

Inside a Case, in the Billing and Revenue section, is a column for Expense forecast. Adding data to the Expense forecast requires that data is also entered to the Revenue and Billing forecast. Once data has been entered for a Case, results will be visible as part of the Margin graphical report.

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