Accessing Forecast Reporting
Forecast Reporting can be accessed by any user with a permission profile that allows them to 'See and manage reports'. By default, some roles like Coordinators and Managers have limited access to particular reports depending on their permission profile settings. For more information about access permissions, see About permissions profiles and how they work.
To access Forecast Reporting
- Click on your Company name (Company Portfolio) on the top header.
- Click on the Reports tab.
Overview of Forecast built-in reports
Your Forecast account comes with some reports already built-in for you to report and analyze the data from the get-go. The pre-built reports, that you have available, are:
Project Portfolio Report: The Project Portfolio Report is a financial report. In it, you can view the financials of your entire portfolio of projects. Learn more by visiting Project Portfolio Report (BETA)
Utilization Report: The Utilization Report gives you all the information that you may need in regards to your team members' utilization within your company. Review how much time you allocated to each team member and how much they have registered, among other options. To learn more, visit Overview of Utilization Report (NEW)
Task list: The Task List report can give you an overview of all tasks and their projects. The status that the tasks are currently on and more. Learn more by visiting, Task List Report.
Project Report: The Project report is unique as you get to decide what is shown on it based on the available components and the information that they contain. To learn more, visit Overview of Project Report.
Sprint progress: Based on the Projects template, this report gives you an overview of how your sprints are doing in the selected project. To learn more about the components that are used and the Projects report, please visit Overview of Project Report.
Reported time per person: This report, which is based on the 'People' reports template, tells you how much time each team member has registered and where. To learn more about this report and the template, please visit Overview of People Report.
Reported time: The reported time report is based on the 'Portfolio' template and it tells you where all of your team members have registered their time. To learn more about this template, please visit Overview of Portfolio Reports.
Creating a Forecast Report
You can get a more accurate picture of success at your company, by creating reports perfectly tailored to your business and processes. You can customize these reports and keep track of your progress through your dashboard, which can be shared with internal and external users. To create a new Forecast report, see Creating and Managing Reports.