In the Forecast Report, the six tiles above the tabs summarizes your financials.

1. REVENUE

1.1 Payment Claim Revenue

The Revenue tile is defaulted to your Payment Claim Revenue. It displays all payments you have received to date from your Client for your Payment Claims. Click on the tile to view the Full Report.

The Revenue tab displays the breakdown of your Payment Claim Revenue.

1.2 Contract Price Revenue

To change the revenue displaying on your Revenue tile, just click the menu icon on the tile and select Contract Price Revenue.

It will automatically replace and adjust the Revenue and Net Margin respectively. Click on the tile to view the Full Report.


The Project Breakdown Summary displays the breakdown of your Contract Price Revenue.

2. EXPENSES

The Expenses tile displays the total amount you have paid or spent to date on your expenses. Click the tile to view the Full Report.

The full report under the Expenses tab shows you your Budget, Current Costs, Amount Paid, and Gross Margin. Learn more of what you can do with and how to navigate around the Expenses Table.

3. LABOUR

The Labour tile displays the sum of your Labour Costs to date. Click the tile to view the Full Report.

The full report under the Labour tab shows you all your Timesheet submissions through the Timesheet Form. Learn more about the Labour Table.

4. PROJECT OVERHEADS

The Project Overheads tile displays the total of your project-specific overheads for the selected project. Click on the tile to view the Full Report.

The full report under the Project Overheads tab shows you the breakdown of your total overhead and allows you to estimate for it in advance. Learn how to make full use of the Project Overheads feature.

5. NET MARGIN

The Net Margin tile tells you instantly whether or not you're profitable. Click on the tile to view the Full Report.

The full report which is found under the Project Financials tab summarizes all your financials and displays your Net Margin. Learn more about the Project Financials feature and start making profit now.

6. CASH FLOW

The Cash Flow tile tells you if you are Cash Flow Positive or Negative which is a good indicator of how things are going for your project. Click on the tile to view the Full Report.

The Cash Flow table records all transactions that you've made. Learn more about it here.

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